topic Where do I enter information for a QCD from my IRA? Entering info from1099-R does not trigger any QCD info fields. My 1099-R includes both QCD and conversion to Roth IRA in Retirement tax questions

Where do I enter information for a QCD from my IRA? Entering info from1099-R does not trigger any QCD info fields. My 1099-R includes both QCD and conversion to Roth IRA

sjmusick — Wed, 24 Feb 2021 18:25:49 GMT

Re: Where do I enter information for a QCD from my IRA? Entering info from1099-R does not trigger...

ColeenD3 — Wed, 24 Feb 2021 18:36:26 GMT

Make sure the IRA box is checked on your screen. You will make you entry on the uncommon situations screen. The fourth option is that you contributed all or part to charity.

Re: Where do I enter information for a QCD from my IRA? Entering info from1099-R does not trigger...

dmertz — Wed, 24 Feb 2021 19:30:10 GMT

For those with a birthdate between July 1, 1949 and June 30, 1950, 2020 TurboTax presently (now version R18) has a bug the prevents it from asking the necessary question regarding transfer of the distribution to charity. As a workaround for this, with the CD/download version you can provide the QCD-amount information on the 1099-R in forms mode or in any version of TurboTax you can temporarily change your birthdate in TurboTax to something before July 1, 1949, edit the 1099-R form in TurboTax and answer the question asking how much was transferred to charity, then change your birthdate back in TurboTax back to your actual birthdate.

Re: Where do I enter information for a QCD from my IRA? Entering info from1099-R does not trigger...

sjmusick — Wed, 24 Feb 2021 22:28:10 GMT

Thank You for the quick reply. Work around for the software bug worked great. Thanks Again