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For a code 1, 2 or 7 Form 1099-R with the IRA/SEP/SIMPLE box marked, box 2a must always have the same amount as is in box 1. As TurboTaxColeen described, you'll indicate in the follow-up questions after entering the Form 1099-R details that you had some or all of the box 1 amount transferred to charity. TurboTax will exclude the QCD amount from the amount on Form 1040 line 4b and will include the notation "QCD" next to the line.
For a code 1, 2 or 7 Form 1099-R with the IRA/SEP/SIMPLE box marked, box 2a must always have the same amount as is in box 1. As TurboTaxColeen described, you'll indicate in the follow-up questions after entering the Form 1099-R details that you had some or all of the box 1 amount transferred to charity. TurboTax will exclude the QCD amount from the amount on Form 1040 line 4b and will include the notation "QCD" next to the line.
You don't put a zero in Box 2, unless there is a zero on your actual form. You can't make changes to an official reporting form. Make sure the IRA box is checked on your screen in the program. The program will show that it is a QCD. See the screen shot below for the entry screen.
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 RMD does not count toward satisfying a future year's RMD.
Funds distributed directly to you, the IRA owner, and which you then give to charity do not qualify as a QCD.
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