I recommend you delete the 1099-R you have already entered into TurboTax and re-enter from scratch. To report a QCD in the 1099-R entry section.
- After entering the 1099-R details, there are a series of screens with questions about the distribution. You need to go through all the screens/questions. Do not exit the 1099-R entry section before answering all the questions.
- When asked "Did you transfer all or part of this money directly to charity?", select Yes.
- Enter the exact amount of the distribution that was transferred directly to the charity.
- TurboTax will report the full distribution on Form 1040, Line 4a, but will not include the QCD portion in the taxable amount on Line 4b.
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