TT 2024 - 1099-R Box 2A doesn't flow to 1040 - Bug

[jmlalley3]

I made qualified charitable distributions (QCD) from an IRA. I changed box 2A to reflect the Box1 amount less the QCD.

The amount in Box 1 is trasnferred to form 1040 instead of the amount in Box 2A.    If i removed the & from Box 7, i.e. no entry, and then reslect 7 for Box 7, the value in Box 2a gets correctly transferred to the 1040.

I can replicate this behavior.

I suggest there is a bug in the form. I am running version 024.000.0272 on Windows 11 Pro.

[VolvoGirl · Accepted solution]

My QCD works right.  Do not change box 2a.  After you enter the 1099R you have to keep going through all the follow up questions and get to a screen asking if you made a Charity Donation.   

[jmlalley3]

Thank you  VolvoGirl.

I used the Step By Step Format and it does work correctly.  It puts the amount of the QCD in section 13 of the 1099-R and includes it  in the value shown on 1040 line 4b

I appreciate your speedy and accurate response.

I have been a Volvo guy since 1999.

Cheers

[VolvoGirl]

Whoa.  What is section 13?  And it should be on 1040 line 4a and not included in 4b.   Did you mistype that?   

[jmlalley3]

HI

The reference to Section 13 of the 1099-R is the 1099-R worksheet visible when using the forms view rather than step by step in TT2024 desktop for windows.  1040 4a shows Box 1 amount on the from the 1099-R. 1040 Line 4b shows the Box 2 amount on the from the 1099-R less the QCD amount.

Vheers

Joe