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Posted by Phil Marti on March 26, 2008, 1:24 pm
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"AES" wrote:
> We made one of those "donation to charitable organization, paid directly
> from an IRA" gifts that were allowed last year.
>
> Looks like TIAA-CREF treats this as just one more withdrawal during the
> year (I'm in the 70+ mandatory minimum withdrawal category), reporting
> it to me on one additional 1099-R form (with no tax withholdings taken
> on this one).
Correct
> So, on my return I just include that gift amount in the Pensions and IRA
> Withdrawal income category total?
No. You read the instructions for line 15 of the 1040.
> And then include the same amount in the Itemized Deductions/Cash
> Contributions category?
No, you read the instructions for line 15 of the 1040. You may note there's
a theme developing here.
--
Phil Marti
Clarksburg, MD
--
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