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helenyin
Level 5
March 7, 2026
Solved

Form 1099R: Qualified Charitable Distribution

Hi there,

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

Thank you.

helenyinAnswer
Level 5
March 7, 2026

Thank you for letting me know.

Will move to the Professional.

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5 replies

TiredFarmer
Level 6
March 7, 2026

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

    helenyinAuthorAnswer
    Level 5
    March 7, 2026

    Thank you for letting me know.

    Will move to the Professional.

      TiredFarmer
      Level 6
      March 7, 2026

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

        TaxGuyBill
        March 7, 2026

        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.

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