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March 7, 2025
Question

i have filled out my turbo tax advantage and can’t figure out how or where to deduct a direct charitable contribution amount from an IRA

  • March 7, 2025
  • 1 reply
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a direct IRA distribution amount was sent monthly to a charity and I can’t locate where to take credit for it

1 reply

March 7, 2025

To clarify, you want to enter your qualified charitable distribution (QCD) from your IRA?

 

If yes, then please follow these steps in TurboTax Desktop:

 

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R” and enter your 1099-R
  3. Continue through the screen until the "Transfer to Charity" screen

 

 

In TurboTax Online:

 

  1. Login to your TurboTax Account 
  2. Click on "Search" on the top right and type “1099-R”
  3. Click on “Jump to 1099-R” and enter your 1099-R
  4. On the "Do any of these situations apply to you?" screen select "I transferred all or part of this money directly to charity"
  5. Continue  through the questions until you are asked how much your transferred to charity
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