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Retirement tax questions
First, you are at least 73, right (you must be 70 1/2 to make a QCD and 73 to be required to do RMDs)?
Second, on each 1099-R, how did you answer the following:
1. Amount of RMD from this IRA
2. How much of this distribution was for this RMD (from this account)?
3. How much of this distribution was to charity?
You said, "100% of the withdrawal from the t-IRA were sent to charity via QCD", so if I understood you correctly, the answers should be
1. The size of the distribution
2. The entire distribution
3. The entire distribution
So, did you mean all that or not? And if you didn't what did you mean?
And is it possible that you said that the distribution was X big but the amount to charity was Y big (less than X)?
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March 11, 2025
11:47 AM