QCDs

Sam's Avatar

Sam

21 Jan, 2025 06:08 PM

How do I transfer cash out of an investment account to a donee? Thank you.

  1. 1 Posted by Stuart Beesley ... on 21 Jan, 2025 06:26 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    XFR -amount anf use the to account in the transfer/cat field.

  2. 2 Posted by dwg on 21 Jan, 2025 08:54 PM

    dwg's Avatar

    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. 3 Posted by mhoggie on 21 Jan, 2025 09:18 PM

    mhoggie's Avatar

    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. 4 Posted by Sam Clarke on 21 Jan, 2025 09:24 PM

    Sam Clarke's Avatar

    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. 5 Posted by Sam Clarke on 21 Jan, 2025 09:24 PM

    Sam Clarke's Avatar

    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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