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marketecnv
Returning Member

QCD is entered properly on 4b but also included in itemized deductions improperly

QCD is entered properly on 4b, but turbotax also included the amount in my itemized deductions. I cannot find a place to eliminate the charitablle donation portion, as it is not on the worksheet for charitable donations, but it is included in the total.   I cannot file until this is resolved and I cannot find where to fix it on forms or step-by-step.

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5 Replies

QCD is entered properly on 4b but also included in itemized deductions improperly

4b of what form and what Turbotax version?

 

in the desktop deluxe 1040 there is no box 4b in either forms mode or interview mode for 1099-R. however, different versions of TurboTax might work differently 

marketecnv
Returning Member

QCD is entered properly on 4b but also included in itemized deductions improperly

Line 4a, b and c are on my 1040.  I have Windows version desktop. 4A IRA distribution b is taxable amount and c qcd is checked.  That is all correct. However, when TurboTax calculates my total itemized deductions. They are including my qcd in that amount and I don't know how to get rid of it.

BillM223
Employee Tax Expert

QCD is entered properly on 4b but also included in itemized deductions improperly

You reported the QCD when you entered the 1099-R from the custodian of your IRA, right? You don't report the QCD in the Donations section like winds up on Schedule A.

 

Is this how you entered your QCD - yes on the 1099-R and no on Schedule A?

 

Note: on the 1099-R, you first enter the 1099-R, then on the "Do any of these situations apply to you?", be sure to check the box for "I transferred all or part of this money directly to charity". (Note: you must be at least 70 1/2 to see this option). On the next screen, you will be asked how much of the 1099-R distribution was transferred trustee to trustee to the charity.

 

If so, then please tell me (if you can), on what line on Schedule A this QCD amount appear (lines 11-14)? Also, if you can see the Charitable Org worksheet for this charity, are there any numbers on it?

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marketecnv
Returning Member

QCD is entered properly on 4b but also included in itemized deductions improperly

yes, I entered the qcd properly.  Under my charitable contributions, it is not listed.  But when the calculation for itemized deductions shows up, that amount is included.  I cannot find any place where it is in the form or step by step to delete it.  I checked and it is listed on line 11 on schedule A.  Can I just delete it on Schedule A on the form to correct this?

marketecnv
Returning Member

QCD is entered properly on 4b but also included in itemized deductions improperly

I tried to delete it on Schedule A line 11 and it won't let me.  It is not listed anywhere on the charitable donation worksheets.  I do have another charitable donation of household goods on those worksheets, but that has nothing to do with the qcd.

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