Retirement tax questions

@rhmaynard You are correct.  It is in the instructions for the 2025 Form 1099-R.  And it is shown on the 2025 IRS Form 1099-R.

 

My mistake, was looking at a 2024 Form 1099-R.

 

There is a code Y for box 7 of the 1099-R when using the TurboTax online editions and the TurboTax desktop editions.

 

Created a Form 1099-R with $5,000 in box 1 and box 2a empty.  Box 7 used a code of Y.  Continued through the various screen and landed on the screen How much did Payer transfer directly to charity?  Enter $5,000 and on the following screen $5,000.00 of your retirement distribution is now designated as a nontaxable Qualified Charitable Distribution (QCD).