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I had some of my required minimum distribution transferred directly to a charity. What code do I put in box 7? What amount goes in box 2a?

 
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1 Reply
dmertz
Level 15

I had some of my required minimum distribution transferred directly to a charity. What code do I put in box 7? What amount goes in box 2a?

You enter the Form 1099-R exactly as received from the payer.

 

If you were age 70½ or over and the distribution was from an IRA (with the IRA/SEP/SIMPLE box marked on the Form 1099-R provided by the payer), TurboTax will ask in a follow-up question whether or not you had some or all of the distribution transferred to charity and how much of the distribution was transferred.

 

If you were not age 70½ or the distribution was from some other type of retirement account, the distribution is not a Qualified Charitable Distribution and you have to claim it on Schedule A as a charitable contribution.

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