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...
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...
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...
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...
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...