Form 1099R: Qualified Charitable Distribution

[helenyin]

Hi there,

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

Thank you.

[TiredFarmer]

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

[helenyin · Accepted solution]

Thank you for letting me know.

Will move to the Professional.

[TiredFarmer]

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

[Just-Lisa-Now-]

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.

[TaxGuyBill]

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.