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patrick-v
New Member

My wife took her entire 2016 RMD and asked Vanguard to send a check to Doctors without Borders so she could use the RMD for charitable purposes and not declare the income

However her 2016 Form 1099-R indicates the entire amount as taxable income.  How do we show on Turbo tax that she did not receive these funds
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IsabellaG
Expert Alumni

My wife took her entire 2016 RMD and asked Vanguard to send a check to Doctors without Borders so she could use the RMD for charitable purposes and not declare the income

After you enter your 1099-R , you will reach a screen: Transfer to Charity? where you can indicate that all or part of the distribution was directly transferred to a qualified charitable organization. See the screenshot below.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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1 Reply
IsabellaG
Expert Alumni

My wife took her entire 2016 RMD and asked Vanguard to send a check to Doctors without Borders so she could use the RMD for charitable purposes and not declare the income

After you enter your 1099-R , you will reach a screen: Transfer to Charity? where you can indicate that all or part of the distribution was directly transferred to a qualified charitable organization. See the screenshot below.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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