Skip to main content
February 10, 2025
Question

cannot use charitable code for 1099-r when distibution code is 7; can i change form from 1040SR to regular 1040

  • February 10, 2025
  • 1 reply
  • 0 views
No text available

    1 reply

    DoninGA
    Employee
    February 10, 2025

    You must have the distribution from an IRA to report a QCD.

    Enter your Form 1099-R as received and if this was from an IRA then make sure you check the IRA/SEP/SIMPLE box.

    On one of the following screens you will be asked if this was a transfer to charity, answer the question.