Can I e-file if I made a qualified charitable deduction?

Forum|Forum|2 years ago
March 2, 2024
2 replies
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Will the IRS require documentation on the QCD I'm claiming? If so, does that mean I have to mail my tax return (instead of e-filing) and provide the documentation as attachment to Form 1040-SR?

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DoninGA

Level 15

You can e-file the tax return with the Form 1099-R you used for the QCD.

The IRS will only require documentation if they ever question your QCD, so keep all your documentation with your other tax paperwork.

girlgirl18Author

Level 2

Thank you!

MarilynG

Level 15

Here's more info on QCD's you may find useful.

@girlgirl18

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VolvoGirl

Level 15

I made a QCD in 2023 and was able to efile, no problem.

If you are over 70 1/2 and enter a 1099R for a IRA distribution it will ask if it was a Qualified Charitable Distribution. Be sure you check the little IRA box between boxes 7&8. It will show up on the 1040 line 4b as 0 with the QCD by it.