I am not seeing Box 4a and 4b on my 1099-R. the turbo tax Q an A state that in order to take your QCD you need to subtract 4b from 4a. how do i find these boxes?

lamp3096-comcast · ‎February 10, 2023

KrisD15 · ‎February 10, 2023

Box 4a and 4b are on your 1040, not your 1099-R.

To clarify, are you asking about QCD (Qualified Charitable Distribution) or your RMD (Required Minimum Distribution?

Box 4a on your 1040 reports the amount you made as distributions from your IRA(s), including Qualified Charitable Distribution.

Box 4b on your 1040 reports the taxable portion of all your distributions for the tax year.

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VolvoGirl · ‎February 10, 2023

Before filing, You can preview the 1040 or print the whole return

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