I made Qualified Charitable Distributions in 2023. I don't see any placer on the Turbo Tax Screens to input this and thus reducing my taxable income. Please help

Forum|Forum|2 years ago
February 2, 2024
2 replies
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Where on the Turbo Tax input lines can I input my AQualified Charitable Distributions (direct from my IRA)?

TurboTax Deluxe Online

Best answer by VolvoGirl

You should have a 1099R for it. After you enter the 1099R you select it was a QCD. I did one and it worked ok. So keep going if you are over 70 1/2 it should ask.

VolvoGirlAnswer

Employee

You should have a 1099R for it. After you enter the 1099R you select it was a QCD. I did one and it worked ok. So keep going if you are over 70 1/2 it should ask.

mrlouagAuthor

Thank you for your response. The input form did not provide for the QCDs or 60-day rollover. I needed to

go back and delete the original 1099R info. and start fresh in the income section. That (next) time it asked me about QCDs and the 60-day Rollover. Everything was input the same; must have hit a glitch on round one.

Thanks again.

dmertz

Employee

In the online version, 2023 TurboTax will ask if certain situations apply and, if you were age 70½ or over in 2023 and the distribution was from a traditional IRA, will provide a box to mark to indicate that you had some or all of the money transferred to charity.