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    Can 2022 return be amended to claim QCD?

    FTPhil
    Level 3
    ‎03-01-2024 11:35 AM

    My client just informed me that IRA annuity payments have been going directly to the church... The client had an RMD that was the same amount as the annuity payment. Can she amend her 2022 tax return to re-claim the QCD deduction?

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    1 Best Answer

    Accepted Solutions
    sjrcpa
    Level 15
    ‎03-01-2024 12:48 PM

    yes


    The more I know the more I don’t know.

    View solution in original post

    3 Comments 3
    sjrcpa
    Level 15
    ‎03-01-2024 12:48 PM

    yes


    The more I know the more I don’t know.
    BobKamman
    Level 15
    ‎03-01-2024 12:53 PM

    Was she claiming the church contributions on Schedule A?

    FTPhil
    Level 3
    ‎03-01-2024 01:40 PM

    No, she did not itemize, therefore it could have been used as QCD.

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