1099R

[purbob]

I entered the information as shown on Form 1099-R and the box 2a has a total of $51000.  This amount includes $21000 which went in checks to Charitable Causes and $30000 should be taxed but TurboTax shows that all is not taxed.

[JamesG1 · Accepted solution]

To report a qualified charitable contribution, the following must occur:

• Report an IRA distribution,
• Form 1099-R code 7 in box 7, and
• Taxpayer must be at least 70 1/2 years old.
• Enter the 1099-R and answer questions until you get to the screen Transfer to Charity?
• Click on You had part of this distribution transferred to charity.
• At the screen How much was sent to charity? enter the amount of the charitable contribution.
• Click Continue.