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New Member
posted Jan 30, 2023 5:56:23 PM

RMD

I had an RMD for 2022 and most of it went directly to my church. When I check the answer, " I did not take all of my RMD, I'm taken to the page where I enter the full RMD amount and below the amount I actually received. I am then taken to a page that indicates an error and that I must justify the error or show how I will correct it.  I enter that an amount was sent directly to my church. When I go back to check on the entries, the answer " I received all of the RMD" is checked. TurboTax is indicating that I owe tax on my full RMD. There's something wrong and I can't figure out what it is. I never get to the location where TurboTax asked if I had a QCD.

Thanks for your help.

0 2 832
2 Replies
Expert Alumni
Jan 30, 2023 6:08:23 PM

When entering your 1099-R, indicate that 'the entire distribution was RMD'.  You will then get a screen asking if 'you transferred some or all of this money to charity' (screenshot). 

 

The amount that you enter will be deducted from your Taxable Income.

 

New Member
Jan 30, 2023 7:04:55 PM

Thank you, I found it.