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Retirement tax questions
Did you reach age 70½ before making the distribution from the IRA? If not, you are not eligible to treat the distribution as a QCD. It's your age, not the age of the decedent, that is a factor in determining eligibility to make a QCD.
If you are not eligible to have made a QCD, you can claim the charitable deduction on Schedule A.
March 6, 2024
5:11 PM