how do you record the money sent to a charitable organization directly from an RMD?

tavel53 — Mon, 09 Mar 2026 19:47:47 GMT

Re: how do you record the money sent to a charitable organization directly from an RMD?

DoninGA — Mon, 09 Mar 2026 19:55:40 GMT

If you are age 70 1/2 or older, the box is checked for IRA/SEP/SIPLE and box 7 has a code 7 entered, then after the Form 1099-R has been entered you will have several screen asking a variety of questions.

On the screen Do any of these situations apply to you? check the box I transferred all or part of this money directly to charity

topic how do you record the money sent to a charitable organization directly from an RMD? in Deductions & credits

how do you record the money sent to a charitable organization directly from an RMD?

Re: how do you record the money sent to a charitable organization directly from an RMD?