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How can I get 1040 line 4c to show QCD with  TurboTax?

I have a 1099-R for an IRA that has line 1 and line 2a the same amount and 2b checked for Taxable amount not determined.  I used a direct IRA to 501c3 transfer for all the funds in line 1 which the IRS allows as non-taxable Qualified Chartable Deduction (QCD).   

 

 Is there a way to modify the 1040 line 4c to show QCD or do I have to file a paper copy to check line 4c for QCD?   

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Accepted Solutions
AnnetteB6
Employee Tax Expert

How can I get 1040 line 4c to show QCD with  TurboTax?

As long as you qualify to make the Qualified Charitable Deduction and transfer your retirement plan distribution directly to a qualified charity, then you should see a follow-up question asking about this transfer after you have entered the Form 1099-R reporting the distribution.  

 

You should not need to file a paper return to make this designation.  TurboTax can handle this for you.

 

Take a look at the following TurboTax help article to learn more:

 

What is a Qualified Charitable Distribution?
 

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1 Reply
AnnetteB6
Employee Tax Expert

How can I get 1040 line 4c to show QCD with  TurboTax?

As long as you qualify to make the Qualified Charitable Deduction and transfer your retirement plan distribution directly to a qualified charity, then you should see a follow-up question asking about this transfer after you have entered the Form 1099-R reporting the distribution.  

 

You should not need to file a paper return to make this designation.  TurboTax can handle this for you.

 

Take a look at the following TurboTax help article to learn more:

 

What is a Qualified Charitable Distribution?
 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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