rjs
Level 15
Level 15

Retirement tax questions

The questions in the screen shots that Critter#2 posted come after you click Continue on the screen where you enter the 1099-R information. As Critter#2 said, you have to continue through the interview screen by screen. The screen that asks whether you transferred any of the distribution to charity doesn't say "QCD," but that's what it's about. If you answer that you transferred part of the distribution to charity, the next screen will ask you how much was transferred to charity. The next screen after that will tell you that the amount you specified is designated as a QCD. That last confirmation screen is the only place that you will actually see the term QCD.