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March 31, 2025
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When I imported my 1099R from my broker Turbotax will NOT let me enter the amount sent to charity

  • March 31, 2025
  • 1 reply
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How can I get the 1040 to accept my input for the amount sent directly to charity on line 4b?  Turbotax will not allow me to make an entry

    Best answer by DianeW777

    It depends. If you are unable to enter your qualified charitable distribution (QCD) with the import, and the instructions below, you may need to delete it and enter it manually.

    1. Enter the information into the return, make sure you will check the IRA/SIMPLE/SEP box.
    2. There will be a follow-up screen entitled do any of these situations apply to you? Here you will indicate you transferred this to charity.
    3. Then it will ask you what your RMD distribution was for the year.
    4. Lastly it will ask how much of this was transferred to charity.? Here you will list the full amount if this is the case.

    To delete a form use the link below for your TurboTax version if you need to do that.

     

    • If you're using TurboTax Online software and need to delete a form, click here.
    • If you're using TurboTax Desktop software and need to delete a form, click here.

    1 reply

    DianeW777Answer
    March 31, 2025

    It depends. If you are unable to enter your qualified charitable distribution (QCD) with the import, and the instructions below, you may need to delete it and enter it manually.

    1. Enter the information into the return, make sure you will check the IRA/SIMPLE/SEP box.
    2. There will be a follow-up screen entitled do any of these situations apply to you? Here you will indicate you transferred this to charity.
    3. Then it will ask you what your RMD distribution was for the year.
    4. Lastly it will ask how much of this was transferred to charity.? Here you will list the full amount if this is the case.

    To delete a form use the link below for your TurboTax version if you need to do that.

     

    • If you're using TurboTax Online software and need to delete a form, click here.
    • If you're using TurboTax Desktop software and need to delete a form, click here.
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