topic 1099-R and QCD in Retirement tax questions

1099-R and QCD

fredw1300 — Tue, 18 Mar 2025 18:13:03 GMT

I have entered total and taxable amounts on a 1099-R since there were QCDs. Only the total amount shows up on the 1040, while the taxable amount shows up nowhere on the 1040. How do I fix this?

Re: 1099-R and QCD

DavidD66 — Tue, 18 Mar 2025 19:19:13 GMT

It's hard to say with limited information. You need to return to the 1099-R entry section in the program. Verify that all of your entries are correct. Then, go through all the questions after the 1099-R entry is complete. Verify that all the answers to the questions are correct.

Re: 1099-R and QCD

fredw1300 — Tue, 18 Mar 2025 19:47:57 GMT

Thanks. I went so far as to re-create the 1099-R (after the deleting the first one). The Gross Distribution from 1099-R Line 1 shows up on 1040 Line 4b (Taxable Amount). The Taxable Amount from 1099-R Line 2a does not show up on the 1040.

Re: 1099-R and QCD

DanaB27 — Tue, 18 Mar 2025 19:57:57 GMT

Did you enter in the follow up questions the amount that went to charity? What is the code in box 7?

In TurboTax Online:

Login to your TurboTax Account
Click on "Search" on the top right and type “1099-R”
Click on “Jump to 1099-R” and enter your 1099-R
On the "Do any of these situations apply to you?" screen select "I transferred all or part of this money directly to charity"
Enter how much your transferred to charity

In TurboTax Desktop:

Click on "Search" on the top right and type “1099-R”
Click on “Jump to 1099-R” and enter your 1099-R
Answer the "Transfer to Charity" screen

Please see What is a Qualified Charitable Distribution? for additional information.