TT Deluxe 2025 Not Asking About QCD When Entering 1099-R Info

[BobInPA]

I have downloaded and/or manually input a 1099-B for my IRA. I made several QCD's this year. In previous years the software asked if any of my RMD was transferred to a charitable organization by the agent. This year's software is not asking that question. 

[dmertz]

Do you mean Form 1099-R?  Nothing on a Form 1099-B can be a QCD.

If you are entering a Form 1099-R that has the IRA/SEP/SIMPLE box marked and you are over age 70½, on the page that asks, "Do any of these situations apply to you?" TurboTax provides a box to mark to indicate that you transferred some or all of the distribution to charity.

[BobInPA]

You are correct, yes I meant 1099-R. Yes, I have verified IRA/SEP/SIMPLE box marked and that I am over age 70½. I downloded the form from Vanguard and when the QCD did not work as in previous years, deleted the form and tried to manually input the info with no change. I think this is a program issue, but I can't say for sure with all of the changes that came about this year.

[dmertz]

TurboTax used to have a separate page where it asked if the distribution was transferred to charity.  Now it has a box on the same page with other boxes to mark for various situations.  Also, the IRS has changed Form 1040 slightly to have a box to mark for a QCD rather than using the "QCD" notation.  Otherwise the functionality is unchanged.

[BobInPA]

Installed latest update. The option is now on that page. Rhis resolves the issue.

Thanks for your responses!!

[user17700795648]

I am not seeing the question or box to check for QCD. Is there a new version out?

[BobInPA]

It should auto update, if available, when you open the program. It is now midway down the list on the screen that asks "Do any of these situations apply?" (I hope I have the words correct.) I think it says something like "Were any of these funds sent directly to a charity?" It does not say QCD.