Where do I enter information for a QCD from my IRA? Entering info from1099-R does not trigger any QCD info fields. My 1099-R includes both QCD and conversion to Roth IRA

Forum|Forum|5 years ago
February 24, 2021
3 replies
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TurboTax Premier Online

Best answer by dmertz

For those with a birthdate between July 1, 1949 and June 30, 1950, 2020 TurboTax presently (now version R18) has a bug the prevents it from asking the necessary question regarding transfer of the distribution to charity. As a workaround for this, with the CD/download version you can provide the QCD-amount information on the 1099-R in forms mode or in any version of TurboTax you can temporarily change your birthdate in TurboTax to something before July 1, 1949, edit the 1099-R form in TurboTax and answer the question asking how much was transferred to charity, then change your birthdate back in TurboTax back to your actual birthdate.

ColeenD3

Level 15

Make sure the IRA box is checked on your screen. You will make you entry on the uncommon situations screen. The fourth option is that you contributed all or part to charity.