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Level 1
posted Mar 24, 2023 8:19:49 AM

Where do I enter my 2022 qualified charitable distribution from my RMD?

I don't see anywhere in the turbo tax program where this can be entered. I was able to do it last year.

0 3 719
3 Replies
Expert Alumni
Mar 24, 2023 8:33:45 AM

Please follow these steps to enter your Form 1099-R and qualified charitable distribution (QCD):

 

  1. Login to your TurboTax Account 
  2. Click on the "Search" on the top and type “1099-R” 
  3. Click on “Jump to 1099-R” and enter all your information (make sure the IRA box is checked)
  4. Continue until "Tell us if any of these uncommon situations apply" screen and check "I transferred all or part of this money directly to charity"
  5. Continue through the questions

 

 

or

 

  1. Click "Wages & Income" (under Federal) on the left
  2. Scroll down and click "Show more" next to "Retirement Plans and Social Security"
  3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)"
  4. Enter all your Form 1099-R information (make sure the IRA box is checked)
  5. Continue until "Tell us if any of these uncommon situations apply" screen and check "I transferred all or part of this money directly to charity"
  6. Continue through the questions

 

 

New Member
Apr 15, 2023 8:38:07 AM

The second part of the answer is good.

 

I don't get the first part of the answer:

 

I have a Mac - and when I use either Safari or Google Chrome -- I see no "Jump to" icons. This problem is repeated again in again in advice that TurboTax gives.

Expert Alumni
Apr 16, 2023 9:47:08 AM

Please try this as an alternative:

  1. On the menu bar on the left that shows.
    1. My Info
    2. Federal
    3. State
    4. Review
    5. File
  2. Select Tax Tools
  3. On the drop-down select Tools
  4. There will be 4 green boxes
  5. Select Tax Topics
  6. Type 1099-R