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Level 6
February 8, 2025
Question

QCD from RMD input

  • February 8, 2025
  • 1 reply
  • 7 views

on 1099-R input sheet, is just the line regarding the charitable contribution entered or should the RMD line just below it also be completed?

Am afraid that entering amount in both fields will result in IRS confusion...

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1 reply

Just-Lisa-Now-
Intuit Community Champion
February 8, 2025

I only enter the QCD line  Ive never used that RMD line, Im honestly not sure what its for/what it does.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 6
February 8, 2025

I'm thinking that is the best way.   I did enter both last year... since it was an RMD but one that was a charitable contribution.   I'm thinking  the IRS  did not see it as a QCD because of that.

Just-Lisa-Now-
Intuit Community Champion
February 8, 2025

Did QCD show up on the retirement line on the front page of the 1040 next to Line 4a??

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪