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Retirement tax questions
Box 2b of this Form 1099-R is required to have box 2b equal to box 1. It becomes a QCD based on how you report this on your tax return.
After entering the Form 1099-R as received, making sure to mark the IRA/SEP/SIMPLE box on TurboTax's 1099-R form to match what is on the form provided by the payer, as long as you were age 70½ or over during the tax year, on the page that asks, "Do any of these situations apply to you?," TurboTax will provide a box to mark to indicate that you transferred all or part of the distribution to charity. Once that box is marked, TurboTax will ask how much was transferred to charity and will exclude this amount from the taxable amount shown on Form 1040 line 4b. TurboTax will also mark the QCD box next to this line on Form 1040.