enter qcd on 1099-r is not possible with 2025 turbotax premier

Forum|Forum|7 months ago
February 19, 2026
2 replies
90 views

I can't find a way to get the qcd amount into my tax return. The dialogue box doesn't come up to give me a choice as some of the "answers" to similar questions indicate. I can't enter it directly into the box on the form. How do I get the amount included in my tax return?

DavidD66

Alumni - Intuit

I recommend you delete the 1099-R you have already entered into TurboTax and re-enter from scratch. To report a QCD in the 1099-R entry section.

After entering the 1099-R details, there are a series of screens with questions about the distribution. You need to go through all the screens/questions. Do not exit the 1099-R entry section before answering all the questions.
When asked "Did you transfer all or part of this money directly to charity?", select Yes.
Enter the exact amount of the distribution that was transferred directly to the charity.
TurboTax will report the full distribution on Form 1040, Line 4a, but will not include the QCD portion in the taxable amount on Line 4b.

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VolvoGirl

Level 15

While entering your form 1099-R, if you have entered a birth date which makes you older than 70 1/2 in the tax year, TurboTax will ask you if any portion of your distribution was transferred to charity. You can then enter the amount transferred to charity.

The code in box 7 of form 1099-R must be 7 and the little IRA/SEP/SIMPLE box must be checked. A IRA QCD should be 0 taxable on 1040 line 4b and the QCD box checked. Unless you have other 1099R taxable amounts on 4b. You can’t do a QCD from a 401K.