Qualified Charitable Distributions (QCD) with no 1099-R

[DER-CPA]

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!

[sjrcpa]

Report as if you did have a 1099-R?

[jeffmcpa2010]

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.

[IRonMaN]

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 😬

[DER-CPA]

She does have a letter from the institution documenting the amounts distributed and the recipients.