LisaBr
New Member

Retirement tax questions

After you enter the 1099-R for the RMD, you will be prompted with questions regarding what you did with the money.

After claiming the distribution as a RMD, a question asks about contributing to the Charity and you can answer YES.  If these questions are answered correctly, the distribution code of F should be accepted.  If this does not correct the error, please let me know so that I can assist you further.

There is no place or need to record who the donation is made to, however there is a reminder not to include this amount in your Deductions for Charitable Donations.

The following IRS link discusses QCD-Qualified Charitable Donations:

https://www.irs.gov/pub/irs-pdf/p526.pdf