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2022 1099R and Qualified Charitable Distribution (QCD) - After entered on 1099-R, where does the QCD amount auto populate?

Forum|Forum|3 years ago
February 24, 2023
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2022 - 1099-R has a place for Qualified Charitable Distribution. When that amount is filled in, does it auto-populate any other form? If so, what is that form?

It looks like I can add specific information about where the QCD gift(s) went. Is this suggested or required by the IRS?

Best answer by dmertz

PattiF meant to say lines 4a and 4b, not 5a and 5b. QCDs can only be made from IRAs, not from pensions and annuities.

P

PattiF

The amount of the IRA distribution that was a Qualified Charitable Distribution will show on page 1, line 5a of the 1040, but none of it is taxable if the whole amount was donated to charity.

It is not required that you enter specific information about the charitable gift. Remember that you cannot also claim this amount as a charitable deduction since you are getting a tax break already for the donation.