How do I report the charitable distributions from my IRA?

Forum|Forum|1 year ago
February 21, 2025
1 reply
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I entered the amount on a question first time through the entry of data, but it isn't reflected in the final numbers, so taxable income is inflated.

DawnC

Employee

Delete that 1099-R and re-enter it.

How to delete forms in TurboTax Online

How to delete forms in TurboTax Desktop

To report a qualified charitable distribution on your Form 1040 tax return, you'll use the 1099-R (even though there's no indication that it was a QCD). Enter the info as a 1099-R and you'll be asked in one of the follow-up questions if it was a Qualified Charitable Distribution. Go through the follow-up slowly.

TurboTax includes the full amount of the distribution reported on your Form 1099-R on line 4a (IRA Distributions) of your Form 1040 or 1040-SR. The taxable amount reported on Line 4b will be the total distribution less the QCD amount and will have "QCD" entered next to it.

See this TurboTax FAQ for more information on Qualified Charitable Deductions

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