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mwthomas
New Member

How can I get the QCD question to come up when I enter a 1099-R with a Box 7 code of 7. I tried typing in the data and downloading the data. Nothing works?

 
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2 Replies
rjs
Level 15
Level 15

How can I get the QCD question to come up when I enter a 1099-R with a Box 7 code of 7. I tried typing in the data and downloading the data. Nothing works?

Is the IRA/SEP/SIMPLE box checked on the 1099-R, and is it checked in TurboTax?


Were you over 70½ years old at the end of 2025?


Both of those conditions must be true for the QCD question to be asked. Then you must continue through all of the questions in TurboTax after you enter the 1099-R, and after you have finished entering all of your 1099-Rs. When you do get to the question, it does not say "QCD." It asks whether you "transferred all or part of this money directly to charity." You will not see the term QCD until after you have finished entering it.

 

How can I get the QCD question to come up when I enter a 1099-R with a Box 7 code of 7. I tried typing in the data and downloading the data. Nothing works?

You don't get this screen?  If the 7th line for charity is not there you do not qualify to make a QCD.  

 

1099R QCD.jpg

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