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Form 1099-R

Form 1099-R

Search complete. 1 mention across 1 episode found for "Form 1099-R".

Oct 4, 2026

Lou ScatignaHOST
35:43
Just some kind of a receipt that they received it.
Lou ScatignaHOST
35:48
Now, you have to make sure you tell your tax preparer that part of your RMD on that 1099R was a qualified charitable distributions because custodians don't have to note that on the tax forms.
Lou ScatignaHOST
36:04
So there may be no way that your accountant is going to know that 10,000 of the 30,000 of your distribution is a QCD unless you tell them.
Lou ScatignaHOST
36:15
And then they'll deal with it on the tax program.

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