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H
Hiker1944
February 28, 2023
Question

How can I fix it when TurboTax treats my IRA as an employer-provided pension, for which Qualified Charitable Distributions are not allowed?

  • February 28, 2023
  • 2 replies
  • 0 views
The IRA manager, Mutual of America, for some reason includes "Pension Account" as part of its name. Maybe this confuses TurboTax?

2 replies

D
dmertz
Employee
February 28, 2023

If the Form 1099-R does not have the IRA/SEP/SIMPLE box marked, the distribution is not from a traditional IRA and a distribution paid directly to charity is not a QCD.

T
ThomasM125
February 28, 2023

You would have to check the IRA box on your Form 1099-R to have the distribution treated as a distribution from an individual retirment account.

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