@Randy1919 @K12M01J37
Yes the payers TIN is the EIN. Should be 9 digits like xx-xxxxxxx. The 1099R doesn’t show if it was to a QCD. After you enter the 1099R one of the follow up questions will ask you if any portion of your distribution was transferred to charity. You can then enter the amount transferred to charity.
Enter a 1099R under
Federal Taxes (Personal for Home & Business)
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
The code in box 7 of form 1099-R must be 7 and the box IRA/SEP/SIMPLE must be checked. A IRA QCD should be 0 taxable on 1040 line 4b and QCD written by it. Unless you have other 1099R taxable amounts on 4b.
