dmertz
Level 15

Retirement tax questions

What I described is what is required by the IRS.
See the Instructions for Form 1099-R and 5498:  <a rel="nofollow" target="_blank" href="https://www.irs.gov/instructions/i1099r#idm139679924589776">https://www.irs.gov/instructions/i1099r#...>

The box 1 amount being replicated in box 2a is meant to suggest that in most cases the entire distribution is taxable.  In the case of a QCD, that's not the case, so what maglib described is what is required for reporting a QCD in TurboTax to make the QCD amount nontaxable.