helenyin
Level 5

Hi there,

Does anyone know how to enter exclude QCD from the taxable amount when entering 1099R?

Thank you.

0 Cheers
TiredFarmer
Level 7

Pro Series Professional has a place on the 1099 worksheet if you just keep scrolling down the page.  

helenyin
Level 5

Thank you for letting me know.

Will move to the Professional.

View solution in original post

TiredFarmer
Level 7

Basic used to have a place on the worksheet but things seem to change faster than me.  Sorry not more help.

Just-Lisa-Now-
Level 15
Level 15

before witching to Pro and having to Pay Per return, just scroll down the 1099R worksheet, youre sure the lines for QCD arent there?  I think Basic and Pro have the same worksheet.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TaxGuyBill
Level 15

There is no need to move to Professional.  As Lisa said, the worksheet is exactly the same in Basic and you can enter the QCD in Basic.

On the 1099-R worksheet, look at line 19-1.  Just down a little bit are the heading for Rollover, Inherited IRAs, Insurance and then Qualified Charitable Distribution.