I am aware that "if they send you the money and you send it to charity it does not qualify as a QCD," I never did that. As I have read in several places, "Your ...
Thank you for the quick reply. Yes, I am over 70 1/2. It is from my RMD; in particular, I instruct my IRA administrator to reduce the RMD amount they deposit in...
I have always done what you recommend, namely enter into Turbo Tax the information on our SSA-1099's, and let the software decide what to do with that data. But...
Thanks for the detailed instructions. Fortunately, eventually the automatic import starts to work after some time (a great feature!), so we don't have to do thi...
