On the 1099-R there are these boxes. "Taxable amount not determined" checked; "Total distribution" not checked; "IRA/SEP/SIMPLE" checkedThere was no code in Box 7? That was my specific question.When Schwab was asked, they said they do not make tax decisions for clients or give tax advise.From this I assume you didn't say to Schwab, "The 1099-R is miscoded. I need a new one."Assuming that your friend did complete a Qualified Charitable Distribution either Schwab miscoded the 1099-R or the preparer misprocessed a correctly coded one.I can't venture a guess as to why the error wasn't caught before the return was filed.PhilRule Your Retirement Home Fool
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