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posted Jun 5, 2019 11:29:30 PM

Filing 1040X to include QCD's not deducted. Do I need to send copy of QCD's?

1099-R included QCD's as income. Filing 1040X to include QCD deduction. Do I need to send a copy of QCD's' with the 1040X?

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Level 15
Jun 5, 2019 11:29:33 PM

No, you do not need to provide supporting documentation from the charity unless the IRS subsequently asks for it.  Your explanation should be sufficient.

If the Form 1099-R shows tax withholding in box 4 and you did not previously report the distribution shown in the Form 1099-R, include  copy B of the Form 1099-R with Form 1040X.

(A QCD is an exclusion from income, not a deduction.)

1 Replies
Level 15
Jun 5, 2019 11:29:33 PM

No, you do not need to provide supporting documentation from the charity unless the IRS subsequently asks for it.  Your explanation should be sufficient.

If the Form 1099-R shows tax withholding in box 4 and you did not previously report the distribution shown in the Form 1099-R, include  copy B of the Form 1099-R with Form 1040X.

(A QCD is an exclusion from income, not a deduction.)