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Deductions & credits
With regard to the IRA, it is distribution paid to you. The contribution to the DAF has no effect on how the distribution is reported on your tax return. It would be reported the same as if you simply kept the distribution for yourself.
The contribution to the DAF can be claimed as a charitable deduction on Schedule A. The fact that the funds came from the IRA is irrelevant to reporting the charitable contribution.
‎December 23, 2024
2:16 PM