The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies


Subject:  Re: tax question IRA charitable gift Date:  4/10/2021  3:24 PM
Author:  telegraph Number:  132471 of 132797

thanks...that worked. Checking the 'taxable amount not determined' triggered the additional pages. Didn't see that at first. or checked that box. without it, you don't get the follow on screens.

then you get several extra pages and one lets you hit 'QCD' and the amount of your distribution.

this is first year I've done that. will do from now on out - the IRA is rocketing even more money to use!

Works now. No sense giving Uncle Sam a dime more than needed. He's already getting enough dimes from me......and hopefully there will be no changes in cap gains/dividend tax rates! That would kill me.

Copyright 1996-2021 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us