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Question

How do I include information about a qualified charitable distribution when entering details about a distribution from a qualified retirement account?

Forum|Forum|1 year ago
March 24, 2025
2 replies
0 views

The account in question is a Defined Benefit Plan

While entering your form 1099-R, if you have entered a birth date which makes you older than 70 1/2 in the tax year, TurboTax will ask you if any portion of your distribution was transferred to charity. Answer Yes to that question and you can then enter the amount transferred to charity.

The code in box 7 of form 1099-R must be 7 and the box IRA/SEP/SIMPLE must be checked.

TurboTax will then reduce the taxable amount by the amount transferred to charity.

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dan_in_laAuthor

Thank you MinhT - The QCD I'm referring to involved more than 1 1099-R. With the 1st 1099-R I entered, TurboTax did ask if any portion of the distribution was donated to charity. With the next 1099-R, TurboTax did not ask the question. So I don't get to report the distribution to charity with the second 1099-R. Why do you think that might be?

TurboTax only asks the QCD question when code in box 7 is 7 and box IRA/SEP/SIMPLE is checked.

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Employee

A defined benefit plan is not an IRA. How did you make a QCD from it? You can only do a QCD from an IRA, not a 401k or pension.