djm
Level 1

Yes, it can be non-taxable, but should have been set up before taking the distribution since it has to be direct from the IRA to the charity.  I use Schwab & fill out a form prior to the transfer, naming the charity, address where they are to send the check, and the amount.

In Lacerte, go to Pensions/IRA, etc. and at the site scroll down to "charitable IRA distribution" where you check a box & enter the amount.  The amoun will be deducted from the IRA distribution with a a statement "QCD"

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