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Good morning everyone this is the Med City CPA we're in through the form 1040 instructions and want to talk about IRA distributions you should receive a 1099 are showing the total amount of in distributions from your IRA before income tax or other deductions or withheld so generally if you receive the form you punch in the data but there's some exception so what happens if you rolled over part of all of your distributions from one Roth IRA to another Roth IRA or IRA other than a Roth IRA to a qualified plan or other eye right other than a roth IRA I also enter rollover next to line 4 B if the distribution was rolled over enter zero on line four B if the total distribution wasn't rolled over into the part not rolled over to for be unless exception two applies which are down here we'll get to that generally a rollover must be made within 60 days after the day you receive the distributions so you can't hold on to it you have to make the rollover after you make the disc after you see the distribution so you can have to sit on the cash for forever if you rolled over to the distribution to a qualifying plan or email it over in 2022 include a statement explaining what you did okay so here's exception number two if any of the following apply enter the total distribution line for a and C form 80606 and its instructions to figure the amount to enter on line for B okay so you received a distribution from an IRA other than that Roth IRA and you made a non-deductible contributions any of your traditional set or SEP IRAs for 2022 earlier year or if you made a non-deductible contribution to the Azzurri eye arrays for 2022 number two you received its distribution from Roth IRA and so there's exceptions down here distribution code Q is shown on box seven and form 1098 R so this is just in the form 1040 instructions page 29 so there's some exceptions to what happens if you receive a 1099 R there's a rollover exception there's distribution exception call and then exception number three is the qualified charitable distributions that QCD way to do then so if you just give it to a qualified charity just remember generally you're qualified charitable distribution for the year can't be more than a hundred thousand dollars so in a joint return your spouse can also have a QCD of up two hundred thousand dollars the amount is limited to the amount that you'd otherwise including your income if your IRA is not inductive all consider paid out otherwise taxable income so remember you can't claim a charitable contribution deduction for any QCD that included in your income right so you can't double dip you can't make you can't get a tax free distribution and then try to claim a charitable contribution deduction just.