wardz1
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Thanks for the heads up, but the checks that I write on my IRA clearly list Fidelity Trust as the Trustee of the account. I talked to Fidelity about this when I...
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In my last post about this I said you don't have to add back in the money sent to charity. To be more exact, you don't need to add back in the RMD (or more) amo...
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Not really true (in California anyway). On Cal form 540, the adjusted gross income is whatever it is on the US 1040. The 1040 gross income number takes into acc...
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In my last message about QCD I should have mentioned that TT completed the iQCD info correctly on my 1040. So why did the IRS separate out my return for audit a...
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I have an indirect answer that involves the IRS. I had been doing QCDs from my IRA via Fidelity Ira checks since they were first allowed. On my 2017 return I wa...
Activity Feed for wardz1
- Got Cheered for Re: Does a check from my IRA checking account to a charity meet the Pub 590-B requirement that it.... August 6, 2023 5:38 PM
- Got Cheered for Re: Does a check from my IRA checking account to a charity meet the Pub 590-B requirement that it was "made directly by the trustee of your IRA" so it qualifies as a QCD?. June 13, 2023 9:48 AM
- Got Cheered for Re: Does a check from my IRA checking account to a charity meet the Pub 590-B requirement that it.... October 16, 2022 8:37 AM
- Got Cheered for Re: Does a check from my IRA checking account to a charity meet the Pub 590-B requirement that it was "made directly by the trustee of your IRA" so it qualifies as a QCD?. January 1, 2022 1:39 PM
- Got Cheered for Re: Does a check from my IRA checking account to a charity meet the Pub 590-B requirement that it.... January 1, 2022 1:39 PM
- Got Cheered for Re: Does a check from my IRA checking account to a charity meet the Pub 590-B requirement that it was "made directly by the trustee of your IRA" so it qualifies as a QCD?. January 1, 2022 1:38 PM
- Posted Re: Does a check from my IRA checking account to a charity meet the Pub 590-B requirement that it... on Retirement tax questions. January 10, 2020 4:43 PM
- Posted Re: Just keep in mind that most states do not recognize a QCD... on Retirement tax questions. January 10, 2020 2:57 PM
- Posted Re: Just keep in mind that most states do not recognize a QCD... on Retirement tax questions. January 10, 2020 2:46 PM
- Got Cheered for Re: Does a check from my IRA checking account to a charity meet the Pub 590-B requirement that it was "made directly by the trustee of your IRA" so it qualifies as a QCD?. January 9, 2020 4:50 PM
- Got Cheered for Re: Does a check from my IRA checking account to a charity meet the Pub 590-B requirement that it was "made directly by the trustee of your IRA" so it qualifies as a QCD?. January 9, 2020 4:50 PM
- Posted Re: Does a check from my IRA checking account to a charity meet the Pub 590-B requirement that it was "made directly by the trustee of your IRA" so it qualifies as a QCD? on Retirement tax questions. January 9, 2020 2:10 PM
- Posted Re: Does a check from my IRA checking account to a charity meet the Pub 590-B requirement that it was "made directly by the trustee of your IRA" so it qualifies as a QCD? on Retirement tax questions. January 9, 2020 1:38 PM