rschule1
Expert Alumni

Get your taxes done using TurboTax

Hi There:

 

Each bank or brokerage company has its own internal form to transact a QCD. From there, at the end of the tax year, it will issue you an appropriate  form1099-R.  From there use form 1099R with Turbo Tax Online to report  to the IRS the QCD, which the program will include as part of your tax return.  

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