Retirement tax questions

You have to enter the Form 1099-R and you have to select IRA/SEP/SIMPLE and the code in box 7 should be a 7 and you have to be age 70 1/2 or older.

After you have completed the Form 1099-R entry there will be a series of screens asking questions.  One of the screens Do any of these situations apply to you? check the box I transferred all or part of this money directly to charity