DianeW777
Expert Alumni

Retirement tax questions

It depends. If you are unable to enter your qualified charitable distribution (QCD) with the import, and the instructions below, you may need to delete it and enter it manually.

  1. Enter the information into the return, make sure you will check the IRA/SIMPLE/SEP box.
  2. There will be a follow-up screen entitled do any of these situations apply to you? Here you will indicate you transferred this to charity.
  3. Then it will ask you what your RMD distribution was for the year.
  4. Lastly it will ask how much of this was transferred to charity.? Here you will list the full amount if this is the case.

To delete a form use the link below for your TurboTax version if you need to do that.

 

  • If you're using TurboTax Online software and need to delete a form, click here.
  • If you're using TurboTax Desktop software and need to delete a form, click here.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post