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

[rjs]

@Rich475 

Check the birth date that you entered in the Personal Info section. For 2024 your birth date has to be before July 1, 1954 in order to get the QCD question, so that you were 70½ before the end of 2024.

According to IRS rules you have to have been at least 70½ when the distribution was taken from your IRA. TurboTax doesn't ask you the date of the distribution, so it does not check so precisely.

[nobodywasfaster]

It's a Treasury Dept. secret. TurboTax enters "QCD" on your 1040 next to the amount to be taxed which is less the amount for the QCD. I assume people doing their taxes by hand, pencil in QCD and do the subtraction for the govmint. Good luck finding instructions about this in any of the IRS documents and forms.

[rjs]

The "secret" instructions for reporting a QCD are in the instructions for Form 1040 lines 4a and 4b on page 27 of the IRS Instructions for Form 1040, in the left column under the heading "Exception 3."

[HDieterich]

TurboTax does not give me an opportunity to enter a QCD anywhere.

[HDieterich]

I don't see it. I am 73 years old,

[DoninGA]

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@HDieterich wrote:

TurboTax does not give me an opportunity to enter a QCD anywhere.

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Providing you are age 70 1/2 or older, you checked the box for IRA/SEP/SIMPLE and you have a code of 7 in box 7 of the Form 1099-R, then after entering the 1099-R there will be a series of screens asking questions.  On the screen Do any of these situations apply to you? select the statement I transferred all or part of this money directly to charity

[SusanY1]

There isn't a code on the 1099-R to indicate a QCD.  After you have entered all of your 1099-R forms, there will be additional follow up questions in the interview.  It is in this section that you will indicate that you had a QCD and provide the amount of the charitable distribution. 

The top of the screen should read "Transfer to Charity?" and look similar to the below photo:

If you don't see this question, delete the 1099-R and re-enter it manually.  Be sure that the "SEP/SIMPLE/IRA" box is checked (or question answered "yes") and that the code in Box 7 is "7".  

[DoninGA]

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@HDieterich wrote:

I don't see it. I am 73 years old,

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This screen after entering the Form 1099-R using the TurboTax online editions -