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I received 1099-R's for 2016 distributions which included two direct transfers to MI State Univ (non-taxable). How do I handle this situation in TurboTax?

Forum|Forum|7 years ago
June 5, 2019
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TurboTax Deluxe Windows

Best answer by IsabellaG

If you mean that you made a direct charitable contribution of your Required Minimum Distribution from your 1099-R, After you enter your 1099-R , you will reach a screen: Transfer to Charity? where you can indicate that all or part of the distribution was directly transferred to a qualified charitable organization. See the screenshot below.

IsabellaGAnswer

Employee

If you mean that you made a direct charitable contribution of your Required Minimum Distribution from your 1099-R, After you enter your 1099-R , you will reach a screen: Transfer to Charity? where you can indicate that all or part of the distribution was directly transferred to a qualified charitable organization. See the screenshot below.

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