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I have a client who has several QCDs from the same account; however, the institution who made the distributions does not and will not provide a 1099-R showing the distribution. Any idea as to how this can be reported of the 1040?
Many thanks!
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Report as if you did have a 1099-R?
The more I know the more I don’t know.
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On the other hand - If all the distributions were QCD, is the tax return any different if you have a 1099-R and none is taxable, or you don't get the 1099-R.
If the result is the same I try not to sweat the little stuff.
My fear would be that 1 day after I file(ignoring the issue) the 1099-R show's up.
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And shows up with additional amounts being distributed than what I was told. I wouldn't prepare the return until I saw some paperwork backing up what the client was telling me ---------------------- not that I have ever had the client tell me something different from what actually happened 😬
Slava Ukraini!
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She does have a letter from the institution documenting the amounts distributed and the recipients.
