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Retirement tax questions
Also, box 2b Taxable amount not determined is *required* to be marked for any regular distribution from a traditional IRA. The fact that it has been marked has nothing to do with the QCD. There is no way for the payer to indicate on a Form 1099-R that any part of the distribution was a QCD and, in fact, the payer has no way to know if the amount transferred to charity actually qualifies as a QCD, so reporting it as a QCD is entirely the responsibility of the taxpayer. The payer is required to prepare the Form 1099-R the same whether any portion was a QCD or not.
‎June 6, 2019
8:32 AM