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Index/Topics/Form 1099-R

Form 1099-R

Custodians are now required to include Code Y for qualifying QCDs on Form 1099-R.

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1 result
Feb 4, 2026

How should nonprofits document and track incoming QCDs from IRA custodians to ensure contemporaneous acknowledgments are timely?

Nonprofits that want reliable proof and timely acknowledgments of Qualified Charitable Distributions () must build a donor-facing intake process, a custodian-confirmation workflow and an auditable tra...

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