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If I donated my RMD direct to my church. What documentation do I need?

 
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2 Replies

If I donated my RMD direct to my church. What documentation do I need?

How to enter a QCD.  You will get a 1099R for it.  See this old answer.  Sorry the screen shots didn't come over from the old forum.

https://ttlc.intuit.com/community/tax-credits-deductions/discussion/how-do-i-enter-a-stock-donation-...

dmertz
Level 15

If I donated my RMD direct to my church. What documentation do I need?

Additionally, for the distribution to be a Qualified Charitable Distribution that you can enter as described in the answer referenced by VolvoGirl, the money must be from an IRA and sent directly from the IRA custodian to the charity (a check given to you by the IRA custodian made payable to the charity also constitutes a payment made directly to the charity; you are simply acting as a courier in that scenario).  If it doesn't qualify as a QCD, it's deductible on Schedule A.

 

You need the same supporting documentation for a QCD that you would need for a charitable contribution deductible on Schedule A:  https://www.irs.gov/pub/irs-pdf/p526.pdf

 

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