qbteachmt
Level 15
07-12-2024
10:49 AM
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"would be coded as a "Normal Distribution", assuming code 7"
That's fine. A 1099-R is issued by the account agent for the money Out. Many times, they don't relate to what is happening with that money, even if they sent the payment or cut the check payable to the charity (which is required for QCD).
In tax prep, you will do your due diligence and code the 1099-R worksheet appropriate to the reality of what happened.
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Don't yell at us; we're volunteers