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Walt_Polley
Returning Member

QCD and screen freezes

I input info from my 1099-R, X in 2b Taxable amount not determined, distribution codes Y and 7, X in the IRA/SIMPLE box. Whwn I get to the page which asks: How much did ... transfer directly to charity? - as soon as I enter the first digit of the QCD amount the box turns red, and I get a notice: Amount donated can't be greater than $108,000 across all your 1099-R's. Well it isn't! I only have one QCD to report, and it is under the $108,000 limit. HELP!

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1 Reply
Walt_Polley
Returning Member

QCD and screen freezes

Took me a while, but finally figured it out. Company sent me two 1099-R forms, one for my QCD and another for my regular withdrawls. I tried incorportaing them as TWO 1099-R forms, one for QCD and one for regular withdrawals. I needed to combine the two into one form (adding together all the appropriate amounts) and then inputting the COMBINED 1099-R into turbo tax.

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