Can I e-file if I made a qualified charitable deduction?

[girlgirl18]

Will the IRS require documentation on the QCD I'm claiming? If so, does that mean I have to mail my tax return (instead of e-filing) and provide the documentation as attachment to Form 1040-SR?

[DoninGA]

You can e-file the tax return with the Form 1099-R you used for the QCD.

The IRS will only require documentation if they ever question your QCD, so keep all your documentation with your other tax paperwork.

[girlgirl18]

Thank you!

[MarilynG1]

Here's more info on QCD's you may find useful. 

@girlgirl18 

[VolvoGirl]

I made a QCD in 2023 and was able to efile, no problem.  

If you are over 70 1/2 and enter a 1099R for a IRA distribution it will ask if it was a Qualified Charitable Distribution.  Be sure you check the little IRA box between boxes 7&8.  It will show up on the 1040 line 4b as 0 with the QCD by it.

[girlgirl18]

Thank you; nice pointer.