RMD as charitable deduction not available in desktop version for 2023

Forum|Forum|2 years ago
February 16, 2024
3 replies
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I'm 76, my spouse is 79. I have been filing with Turbo Tax desktop for years, and confirming all RMD was charitable contribution. This year's form does not even give me the "pop up" for that entry. I've been through the entire sequence for RMDs several times and it just is not there. Has it been moved? Can anyone help with this?

Thank you.

Best answer by dmertz

QCDs are only permitted to be made from IRAs. If your distribution was from a traditional IRA, make sure that you marked the IRA/SEP/SIMPLE box on TurboTax's 1099-R form to match the marking of this box on the Form 1099-R provided by the payer.

VolvoGirl

Employee

I did a QCD for my RMD in the Windows Home & Business Desktop program. It's there. You must be not seeing it. I can open my return and post the steps or screenshots. Are you on Windows or Mac? Did you check the little IRA box on the 1099R between boxes 7&8? Did you go all the way to the end of the 1099R section? It might be one of the last questions.

Ok I looked, First it asks if it was this withdrawal an RMD for 2023? and all or part of it. Then the very next screen is Transfer to Charity.

drpmoellerAuthor

Thanks!

drpmoellerAuthor

So after reading responses, I went back through step by step, very, very carefully. And yes, I had missed a step along the way. So yes, it is there, if you check all the right boxes. Thanks to everyone who pushed me in the right direction.!