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First, be sure that the distribution is from and IRA and that the IRA box is checked in the program. As you continue in the interview section, you will encounter the screen. See the screen shot below.
Can I make a QCD?
While many IRAs are eligible for QCDs—Traditional, Rollover, Inherited, SEP (inactive plans only), and SIMPLE (inactive plans only)* —there are requirements:
Any amount donated above your MRD does not count toward satisfying a future year's MRD.
Funds distributed directly to you, the IRA owner, and which you then give to charity do not qualify as a QCD.
Under certain circumstances, a QCD may be made from a Roth IRA. Roth IRAs are not subject to MRDs during your lifetime, and distributions are generally tax-free. Consult a tax advisor to determine if making a QCD from a Roth is appropriate for your situation.
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