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Copied from Forbes" "The State of South Carolina has issued a request for proposals for an independent accounting firm to perform a forensic accounting review of cash and investments held in the state treasury as well as a review of cash and investments found in the state’s historical annual comprehensive financial reports. The main target? Finding out where an extra $1.8 billion in mystery money came from." Unbelievable! My mind boggles

Fix the worksheet, or make a note for next year to correct the carried-forward total, and leave it be.

A state that is making money? That sounds good to me. It's far better than missing $1.8B.

Well, we all know how well that works out.

I don't think you need the acknowledgement from the charity. I have always assumed that the trustee of the account is checking the validity of the charitable organization's 501 c 3 status before they set up the distribution. That may be wrong but that is how I always thought about it. The 1 client I have who set up a QCD at my suggestion has never sent me a donee acknowledgement and the amount is significant. I have just entered the info from the 1099R and went on. Tom Longview, TX