KrisD15
Expert Alumni

Retirement tax questions

Box 4a and 4b are on your 1040, not your 1099-R.

To clarify, are you asking about QCD (Qualified Charitable Distribution) or your RMD (Required Minimum Distribution? 

 

Box 4a on your 1040 reports the amount you made as distributions from your IRA(s), including  Qualified Charitable Distribution. 

Box 4b on your 1040 reports the taxable portion of all your distributions for the tax year.  

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