dmertz
Level 15

After you file

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.)

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