HOW DO I REPORT A QCD USING THE SOFTWARE? IT DOES NOT ASK ME IF I HAD A QCD.

tarrow · ‎February 28, 2026

How do I report a qcd when entering a 10999-R?

DoninGA

If you are age 70 1/2 or older, selected the box for IRA/SEP/SIMPLE and there is a code 7 in box 7, then when you have completed entry of the Form 1099-R there are series of screens asking various questions.

On the screen Do any of these situations apply to you? check the box I transferred all or part of this money directly to charity and continue.

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DoninGA

If you are age 70 1/2 or older, selected the box for IRA/SEP/SIMPLE and there is a code 7 in box 7, then when you have completed entry of the Form 1099-R there are series of screens asking various questions.

On the screen Do any of these situations apply to you? check the box I transferred all or part of this money directly to charity and continue.