QCDs
How do I transfer cash out of an investment account to a donee? Thank you.
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1 Posted by Stuart Beesley ... on 21 Jan, 2025 06:26 PM
XFR -amount anf use the to account in the transfer/cat field.
2 Posted by dwg on 21 Jan, 2025 08:54 PM
You can also switch to the Bank register view in the investment account and perform the function in the same way as you would in a bank account.
3 Posted by mhoggie on 21 Jan, 2025 09:18 PM
just a user,
I do a SellXfr to a subcategory under Charity named QCD Donations category that I created.
It shows up on my "Tax Related" Income-Expense Detailed report so I can subtract from my IRA 1099-R amounts.
4 Posted by Sam Clarke on 21 Jan, 2025 09:24 PM
Good to know! I'm getting there...
Sam
Do unto those downstream as you would have those upstream do unto you.-- Wendell Berry
On Tuesday, January 21, 2025 at 03:54:54 PM EST, dwg <[email blocked]> wrote:
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5 Posted by Sam Clarke on 21 Jan, 2025 09:24 PM
Thank you!!
Sam
Do unto those downstream as you would have those upstream do unto you.-- Wendell Berry
On Tuesday, January 21, 2025 at 04:19:04 PM EST, mhoggie <[email blocked]> wrote:
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