Speaking of investment people - Client has a nice letter from their investment company listing out the QCD amounts for the year.  I'm looking at the letter and that account number doesn't agree with the account number (or the name) of the one IRA 1099R we have for the spouse.  Call the investment company up - oh no, you have everything.  But, but, but, the account number and name?  Oh, I guess you are missing one "because they don't have electronic access to that account and the 1099R is only provided electronically" 🙄🙄🙄🙄

Going back to my favorite item - energy tax credits, had one over the weekend.  No invoice.  No dollar amount.  No model number ---------- but they did include a nice official looking certification type form listing which models the company says qualifies for the credit. 🤔