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jessal49
New Member

on a QCD there is no 4b line to enter amount. Where do we enter information?

do you know why??? Or how to enter QCD information on turbotax
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on a QCD there is no 4b line to enter amount. Where do we enter information?

Line 4b is on the 1040 return and it will be zero taxable for a QCD. Enter the 1099R exactly as shown and one if the followup questions will ask if it was a QCD.  

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

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2 Replies

on a QCD there is no 4b line to enter amount. Where do we enter information?

Line 4b is on the 1040 return and it will be zero taxable for a QCD. Enter the 1099R exactly as shown and one if the followup questions will ask if it was a QCD.  

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

rjs
Level 15
Level 15

on a QCD there is no 4b line to enter amount. Where do we enter information?

After you enter the 1099-R, proceed through the interview. It will ask you a series of questions about the IRA distribution. One of the questions will be about "Transfer to Charity?" That's where you begin to enter the information about the QCD.

 

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