DianeC958
Expert Alumni

State tax filing

On your 1099-R from the provider, there should be in Box 1 the amount of the Distribution and then in Box 2, the amount should be $0 if the whole amount was sent directly to the charity.

 

Please check on your 1040 form Line 4b to verify that the amount that was sent to the charity is not included.

 

 

 

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