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Showing content with the highest reputation on 12/19/2018 in all areas
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Vanguard has warned its clients to make a copy of the check. Theirs are payable to the charity from the "IRA of ...." and sent to the taxpayer. The entire distribution will be on the 1099R, with no indication that a QCD was made, so I anticipate CP2000s down the road. The copy of the check might be the only proof.1 point
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I use "KeyPass" password manager. Its free.1 point
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Tell the local guy that with the new, higher, standard deduction, this is going to become a LOT more common. If he wants to keep his clients, he NEEDS to figure this out. It's not rocket science.1 point