How to show charitable contributions from a tradit...
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How to show charitable contributions from a traditional IRA

have donated a charitable distribution from a traditional IRA to a qualified organization. How is this distribution shown on my Form 1040

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Retirement tax questions

If you are referring to making a Qualified Charitable Distribution (QCD) from your IRA, there is a provision within TurboTax to take care of this. 

TurboTax will take your age into account and determine if you qualify to make a QCD.  After you enter the information from your Form 1099-R which reports the distribution there will be some follow-up questions.  One of those questions will be if the distribution was transferred to a qualified charitable organization.  You can choose either all, part, or none of the distribution was transferred.  This will take care of reporting the distribution correctly on your return.

Then, on your actual Form 1040, line 15a will include the amount of your distribution and line 15b will show any taxable amount ($0 if the entire distribution was transferred to the charitable organization) and the designation QCD will be shown on that line as well.

Since you are not being taxed on the distribution that was transferred to the charity, you cannot also claim a deduction on Schedule A.

To go directly to the section of your return to enter your Form 1099-R, use these steps:

  • On the top row of the TurboTax online screen, click on Search (or for CD/downloaded TurboTax locate the search box in the upper right corner)
  • This opens a box where you can type in “1099-r” (be sure to enter exactly as shown here) and click the magnifying glass (or for CD/downloaded TurboTax, click Find)
  • The search results will give you an option to “Jump to 1099-r
  • Click on the blue “Jump to 1099-r” link and enter your information


Note:  For 2019, the IRA distribution will be shown on Form 1040 line 4a and 4b.


[Edited 3/10/2020 | 8:34 am PST]

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