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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
‎June 4, 2019
12:34 PM