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Get the free IRA Qualified Charitable Distribution Request Form - Dodge & Cox

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Dodgeandcox.com (800) 6213979IRA Qualified Charitable Distribution Request Footprint Clear Formatting AddressAdditional InformationRegular Mail:Express, Certified, or Registered Mail:Dodge & Cox Funds.
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How to fill out ira qualified charitable distribution

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How to fill out ira qualified charitable distribution

01
Contact your IRA custodian to inquire about making a qualified charitable distribution.
02
Determine the amount you would like to donate to a qualified charity.
03
Request a distribution from your IRA to be sent directly to the charity of your choice.
04
Ensure that the distribution is made payable to the charity, not to you personally.
05
Keep detailed records of the distribution for tax purposes.

Who needs ira qualified charitable distribution?

01
Individuals who are at least 70 ½ years old and have funds in a traditional IRA.
02
People who want to support charities while also potentially reducing their taxable income.
03
Investors who wish to satisfy their required minimum distribution (RMD) for the year.
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An IRA qualified charitable distribution is a direct transfer of funds from an IRA custodian to a qualified charity.
Individuals who are 70 and a half years old or older and have traditional IRAs are required to file IRA qualified charitable distributions.
To fill out an IRA qualified charitable distribution, individuals must contact their IRA custodian and specify the charity to which they want to make a donation.
The purpose of an IRA qualified charitable distribution is to allow individuals to donate funds from their IRA to qualified charities without counting the distribution as taxable income.
The amount of the distribution, the name of the charity, and the account number of the IRA must be reported on an IRA qualified charitable distribution.
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