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

[hawkbtry]

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?

[dmertz · Accepted solution]

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.)