jebmke

I do our taxes but I have identified a firm to pick up the task if I am no longer willing or able.

I'll add another reason. The taxpayer may have some basis in the IRA which needs to be pro-rated to the QCD. and another reason, the...

We use one of our DAFs to pass-through the small charitable items so no need to keep track of details. I'd have to be in pretty bad...

Correct. The custodian has no idea what the taxable amount of a distribution is.

agree; my plan when the time comes is to focus QCDs on the bigger payments (which are fewer), do these in Q1 and continue to use our...

It is important to note that when Vanguard issues the check, the amount comes out of the IRA and is considered a distribution at the...

You are on the same path I am. I've taken a couple of steps ahead of you. I have already identified the account to do the taxes. Also...