Do I need to complete the section on individual contributions to each charity, if the total for multiple organizations was declared on the RMD section?

[del23]

A portion of the RMD was donated to multiple charities

[macuser_22]

Were the donations direct IRA trustee to the charity trustee transfers and you never saw the money?

Only trustee-to-trustee transfers meed the RMD QCD requirements.   It would need to be separate transfers to each charity by the IRA trustee.

[del23]

Yes, it was IRA trustee-to-charity trustee.  I'm asking because in the past I have listed each charity separately and entered the donation amount. Do I skip this step? Thanks.

[macuser_22 · Accepted solution]

If you are taking the 1099-R QCD deduction from the taxable IRA distribution in the 1099-R interview, then you cannot also deduct it as a itemized deduction.

The distribution amount should be on the 1040 line 4a and the taxable amount on 4b with QCD next to is if you entered it correctly.

[del23]

Thank you very much. This is helpful