SusanY1
Expert Alumni

Retirement tax questions

The question will not be triggered in 2024 if you weren't 70 1/2 in 2023.  While a taxpayer under age 70 1/2 can sometimes have RMD requirements they aren't eligible to make Qualified Charitable Contributions (QCDs).  

Inherited IRAs are eligible, but the account owner must be over the age of 70 1/2 to make the QCD.  
 

More information is available on that topic HERE.
 

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