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Index/Topics/IRA Custodian Reporting

IRA Custodian Reporting

IRA custodians issuing Form 1099-R for distributions, including QCDs

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Jan 19, 2026
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What documentation do charities provide to IRA owners to prove a qualified charitable distribution?

Charities typically provide a written acknowledgment — often labeled a “QCD tax acknowledgement” or receipt — that states the date and amount of the gift and that no goods or services were received, w...

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