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Retirement tax questions
Thank you - I think that I have asked the wrong question!
Let me try again - 1099-R has a place for Qualified Charitable Distribution. When that amount is filled in, does it auto-populate any other form? If so, what is that form?
It looks like I can add specific information about where the QCD gift(s) went. Is this suggested or required by the IRS?
‎February 24, 2023
2:16 PM