Charitable contrib from 1099-R

[linduca1216]

On input screen, should the RMD box be marked when the RMD was all contributed to a charitable (qualifying) organization?

[Just-Lisa-Now-]

it doesnt matter, "RMD" doesnt appear on the actual 1040 anywhere.

[linduca1216]

Thanks,

Thought it might.  Client got a letter from IRS something to the effect that her return might be in error

since taxable amount not matching 1099 report.  The return did show in the margin  "QCD."

[Just-Lisa-Now-]

As long as QCD appears in the margin, that's all you'll see on the actual 1040.

What is the letter asking for? 

[sjrcpa · Accepted solution]

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.

[linduca1216]

And with staff changes, it's can only get better....

[Skylane]

I understand the  IRS help desk will now be staffed by AI