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If you are age 70 1/2 or older and the withdrawal was from an IRA and you checked the IRA/SEP/SIMPLE box and the code in box 7 was a 7, then after completing the entry of the Form 1099-R there will be a series of screens asking various questions. On the screen Do any of these situations apply to you? you need to check the box labeled I transferred all or part of this money directly to charity
If you are age 70 1/2 or older and the withdrawal was from an IRA and you checked the IRA/SEP/SIMPLE box and the code in box 7 was a 7, then after completing the entry of the Form 1099-R there will be a series of screens asking various questions. On the screen Do any of these situations apply to you? you need to check the box labeled I transferred all or part of this money directly to charity
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