charitable contributions for simple IRA

rodneybsmith — Fri, 23 Jan 2026 18:58:22 GMT

A form for charitable contributions is not available for my SEP-IRA 1099-R for my turbotax 2025 taxes.

Re: charitable contributions for simple IRA

MarilynG1 — Tue, 27 Jan 2026 22:51:31 GMT

When you enter your 1099-R in TurboTax, you should get a screen titled 'Do Any of These Situations Apply to You?' If you indicate that 'all or part of this money was transferred directly to charity' you are then asked the amount that was transferred on a following screen, then a screen confirming your tax-free donation.

If you don't see these screens, you could step through your 1099-R entries again to check your entries, or delete/re-enter the form. If you're using TurboTax Online, clear your Cache and Cookies first. Here's How to Delete Forms in TurboTax Online.

@rodneybsmith

topic charitable contributions for simple IRA in Retirement tax questions

charitable contributions for simple IRA

Re: charitable contributions for simple IRA