Charitable contrib from 1099-R
On input screen, should the RMD box be marked when the RMD was all contributed to a charitable (qualifying) organization?
On input screen, should the RMD box be marked when the RMD was all contributed to a charitable (qualifying) organization?
As long as QCD appears in the margin, that's all you'll see on the actual 1040.
What is the letter asking for?
Every year 2 or 3 of my clients who made QCDs get letters about incorrect taxable IRA amounts. I respond with QCD explanation and documentation.
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