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Retirement tax questions
To report a qualified charitable distribution on your Form 1040 tax return, you'll use the 1099-R (even though there's no indication that it was a QCD). Enter the info as a 1099-R and you'll be asked in one of the follow-up questions if it was a Qualified Charitable Distribution.
A qualified charitable distribution can satisfy all or part of your required minimum distribution (RMD) for the year.
Where do I enter my 1099-R?
What is a Qualified Charitable Distribution?
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March 10, 2025
10:34 AM