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RelaxAtHume
Returning Member

Required minimum distribution rmd paid directly to charity - where to show charitable payment?

For some reason, I do not see these screens after entering the RMD. 

Required minimum distribution rmd paid directly to charity - where to show charitable payment?


@RelaxAtHume wrote:

For some reason, I do not see these screens after entering the RMD. 


Is the IRA/SEP/SIMPLE box checked on your 1099-R?

 

Are you using the online or desktop version?

 

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
RelaxAtHume
Returning Member

Required minimum distribution rmd paid directly to charity - where to show charitable payment?

Yes, the box is checked and I am using the desktop version. 

I saw another post that recommended change my birthdate in personal info so that I could see the boxes to make the entry, and then changed my birthdate back.  But when I try to file the return, TurboTax brings me back to that entry for QCD on the 1099-R and won't let me submit the return!!

RelaxAtHume
Returning Member

Required minimum distribution rmd paid directly to charity - where to show charitable payment?

I should clarify that I inherited the IRA from my mother who was born in 1921, so its my understanding that the RMD to QCD should qualify, even though I am personally just under 70 1/2.  

Irene2805
Expert Alumni

Required minimum distribution rmd paid directly to charity - where to show charitable payment?

To do a QCD from an inherited IRA you, the beneficiary,  must be 70 ½ or older.  That's the reason you are not seeing the screens pertaining to a QCD in TurboTax.

 

Please see these discussions and articles:

 

@RelaxAtHume

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