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February 22, 2025
Question

Where do I enter my Qualified Charitable Distribution?

  • February 22, 2025
  • 1 reply
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When typing all my info. Where do I actually type my QCD amount?

    1 reply

    March 2, 2025

    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
    6. Enter how much your transferred to charity on the "How much did your provider transfer directly to charity?" screen

     

    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 questions
    4. Answer the "Transfer to Charity" Screen
    5. If you only transferred part of the distribution on then enter the amount on the "How much was sent to Charity" screen.
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