☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 3
posted Apr 7, 2023 10:56:04 PM

1099-R regarding a charitable gift annuity

I am entering information into TurboTax regarding distributions from a charitable gift annuity.  I am asked,  Where is this distribution from?  The only answers that could possibly make sense are "not eligible for exclusion for those over age 59 1/2" (whose meaning I don't understand) or "None of the above."  Would greatly appreciate some help here.  BTW, I am age 74 if that is important.

0 1 139
1 Best answer
Expert Alumni
Apr 8, 2023 9:10:27 AM

You will have to select "None of the above" if none of the answers apply to your distribution. 

 

"Not eligible for exclusion for those over age 59 1/2" won't apply to you since you are 74.

 

 

1 Replies
Expert Alumni
Apr 8, 2023 9:10:27 AM

You will have to select "None of the above" if none of the answers apply to your distribution. 

 

"Not eligible for exclusion for those over age 59 1/2" won't apply to you since you are 74.