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February 27, 2021
Question

How do I find payer PIN # when not on documents? I'm filing a Qualified Chartable Distribution from my IRA. The payer didn't include its PIN #.

  • February 27, 2021
  • 1 reply
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HOW TO POST "QCD" ON BOX 1?  SYSTEM WILL NOT ALLOW LETTERS.

1 reply

ColeenD3
February 27, 2021

You do not need a PIN but you do need a TIN. This is the company's Tax Identification Number. it could also be called an EIN. if you do not see it on the form, contact the plan administrator. 

 

To enter a QCD, make sure the IRA box is checked and look for the screen below. It will not directly say QCD.