dmertz
Level 15

Retirement tax questions

Since you are only permitted to make a QCD if you have reached age 70½, TurboTax will only ask about having the distribution paid to a charity if your date of birth entered into 2018 TurboTax indicates that you were age 70½ or over in 2018.  Also, TurboTax will only ask about this if the distribution is from an IRA.  RMDs from other types of accounts (IRA/SEP/SIMPLE box not marked) are not eligible for QCD treatment.