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progree

(12,003 posts)
3. Sorry, PITA Pain in the ass. So the only "paper" / snail mail is Vanguard or whoever mails you
Mon Jan 3, 2022, 08:14 PM
Jan 2022

the check and you in turn mail the check to the charity?

I couldn't test it out on my Vanguard TIRA (Traditional IRA) because it has $0 balance, thanks to Trustone, sigh.

But I tested it out on my inherited Fidelity TIRA up to "withdraw from this TIRA" and it gave me a choice of options including "Make a Qualified Charitable Distribution", but then it told me that

"You aren't eligible to make a QCD at this time or our website doesn't support making this transaction for your type of account. For questions or assistance, please call 800-544-6666."

Well, I'm not age 70.5 quite yet, so that hopefully is the problem. I'm pretty sure one can do QCD's from inherited IRAs, I sure hope so.

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Latest Discussions»Culture Forums»Personal Finance and Investing»Will use QCD again, more ...»Reply #3