Skip to main content
May 11, 2021
Question

How can I get Turbotax to allow me to show a QCD on a 1099-R? For some reason it won't ask the question after answering for the RMD.

  • May 11, 2021
  • 1 reply
  • 0 views
I've tried changing the dates of birth and then reentering.

1 reply

May 11, 2021

Double check to be sure that the IRA/SEP/Simple box is checked on the Form 1099-R.  This indicates that the distribution is from an IRA instead of another retirement account.  

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"