rjs
Level 15
Level 15

Retirement tax questions

The 1099-R form for your IRA distributions will not show how much was contributed to charity. It will just show the total amount that you withdrew for the year. You do not get a separate 1099-R for the amount you contributed to charity. You get one 1099-R for the total amount that you withdrew from your IRA. After you enter the 1099-R in TurboTax, continue through the interview questions in sequence and read the screens carefully. One of them will ask you whether part of the total was distributed to charity, and if so, how much. When you enter that information, TurboTax will exclude the charitable distribution amount from your adjusted gross income and make the necessary notation to indicate a Qualified Charitable Distribution.