If your 1099R was completed incorrectly, then you need to contact the administrator of the account to see if you can get a corrected tax reporting document.
Here is the way it should be reported:
Here is what you should see reported on the Form 1099R:
- Charitable distributions are reported on Form 1099-R for the calendar year the distribution is made as distributions.
How do I report a qualified charitable distribution on my income tax return?
To report a qualified charitable distribution on your Form 1040 tax return:
- you generally report the full amount of the charitable distribution on the line for IRA distributions.
- On the line for the taxable amount, enter zero if the full amount was a qualified charitable distribution.
- Enter "QCD" next to this line. See the Form 1040 instructions for additional information.
You must also file Form 8606, Nondeductible IRAs, if:
- you made the qualified charitable distribution from a traditional IRA in which you had basis and received a distribution from the IRA during the same year, other than the qualified charitable distribution; or
- the qualified charitable distribution was made from a Roth IRA.
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For additional information refer to:
Reporting Qualified Charitable Distributions
