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You should have a 1099R for it. After you enter the 1099R you select it was a QCD. I did one and it worked ok. So keep going if you are over 70 1/2 it should ask.
You should have a 1099R for it. After you enter the 1099R you select it was a QCD. I did one and it worked ok. So keep going if you are over 70 1/2 it should ask.
Thank you for your response. The input form did not provide for the QCDs or 60-day rollover. I needed to
go back and delete the original 1099R info. and start fresh in the income section. That (next) time it asked me about QCDs and the 60-day Rollover. Everything was input the same; must have hit a glitch on round one.
Thanks again.
In the online version, 2023 TurboTax will ask if certain situations apply and, if you were age 70½ or over in 2023 and the distribution was from a traditional IRA, will provide a box to mark to indicate that you had some or all of the money transferred to charity.
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