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Index/Topics/IRA Custodian Responsibilities

IRA Custodian Responsibilities

The responsibilities of IRA custodians in documenting and reporting Qualified Charitable Distributions, including providing clear distribution records and transfer confirmations.

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Jan 15, 2026
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What documentation should IRA custodians and charities provide to prove a QCD satisfied an RMD?

To prove that a Qualified Charitable Distribution (QCD) counted toward a taxpayer’s Required Minimum Distribution (RMD), IRA custodians should supply clear distribution records (including Form 1099‑R ...