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dshaugh891
New Member

I made a charitable donation from my IRA RMD. Where do I identify the recipient?

 
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Accepted Solutions
LisaBr
New Member

I made a charitable donation from my IRA RMD. Where do I identify the recipient?

When you report the 1099-R for the RMD, you will be prompted with questions regarding what you did with the money.

After claiming the distribution as a RMD, a question asks about the Charity and you can answer YES.

There is no place or need to record who the donation is made to, however there is a reminder not to include this amount in your Deductions for Charitable Donations.

The following IRS link discusses QCD-Qualified Charitable Donations:

https://www.irs.gov/pub/irs-pdf/p526.pdf

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4 Replies
SweetieJean
Level 15

I made a charitable donation from my IRA RMD. Where do I identify the recipient?

Was it sent directly from the IRA administrator to the charity?
LisaBr
New Member

I made a charitable donation from my IRA RMD. Where do I identify the recipient?

When you report the 1099-R for the RMD, you will be prompted with questions regarding what you did with the money.

After claiming the distribution as a RMD, a question asks about the Charity and you can answer YES.

There is no place or need to record who the donation is made to, however there is a reminder not to include this amount in your Deductions for Charitable Donations.

The following IRS link discusses QCD-Qualified Charitable Donations:

https://www.irs.gov/pub/irs-pdf/p526.pdf

wrinderle
New Member

I made a charitable donation from my IRA RMD. Where do I identify the recipient?

sent to the charity.  trying to e file and won't accept it.  do I omit charitity's ID?  Thanks.

AnnetteB6
Expert Alumni

I made a charitable donation from my IRA RMD. Where do I identify the recipient?

You do not enter the charity's information at all to report a Qualified Charitable Distribution (QCD).  You only need to indicate that the amount of the distribution was sent to a charity.  This will come up during the follow-up questions after you enter the Form 1099-R.

 

You mention that you cannot e-file.  Please share whether you are getting an e-file rejection error from the IRS or if there is an error check condition in TurboTax that is not allowing you to file.

 

@wrinderle

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