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Retirement tax questions
It's awkward in that I instructed the Trustee to send $10,500 to a charity and then at year end my receipt told me I had received gifts worth $205 value. I answered the charity transfer question with "part" as I had additional donations to other charities and had transferred the undonated part of my RMD to my bank account. Should I just subtract the $205 from the total provided when asked how much of my RMD went to charity? Thanks!
March 13, 2023
4:11 PM