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Why won't turbo Tax allow me to enter my Qualified Charitable Distribution?

Forum|Forum|5 years ago
March 6, 2021
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I am 71 and RMD's begin till age 72 but I took out funds from traditional IRA and some of the money is for QCD.

TurboTax Self Employed Online

Best answer by dmertz

Some customers experiencing this issue that the option will not come up and TurboTax is working on this. Please sign up here to receive a status update.

For those with a birthdate between July 1, 1949 and June 30, 1950, 2020 TurboTax presently (now version R20) has a bug the prevents it from asking the necessary question regarding transfer of the distribution to charity. As a workaround for this, with the CD/download version you can provide the QCD-amount information on the 1099-R in forms mode or in any version of TurboTax you can temporarily change your birthdate in TurboTax to something before July 1, 1949, edit the 1099-R form in TurboTax and answer the question asking how much was transferred to charity, then change your birthdate back in TurboTax back to your actual birthdate.

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DanaB27

Please follow these steps to enter your 1099-R and QCD:

Login to your TurboTax Account
Click on the Search box on the top and type “1099-R”
Click on “Jump to 1099-R” and enter your 1099-R
Continue until the "Do any of these situations apply to you?" screen and select "I transferred all or part of this money directly to charity"
Continue through the questions

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shayesAuthor

I cannot select "I transferred all or part of this money directly to charity" because it does not exist in the "Do any of these situations apply to you?" screen. How do I get this selection to appear?

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DanaB27

Some customers experiencing this issue that the option will not come up and TurboTax is working on this. Please sign up here to receive a status update.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"