Posts about

1099-R

Pitfalls to Avoid When You’re New to Your Planned Giving Office

Published by on
If you’re new to your role in planned giving, either because you’re covering for someone on leave, you’ve had planned giving added to your major gift responsibilities, or you’re new to the field - welcome aboard! PG Calc is invested in your success, and we’ve gathered a list of planned giving pitfalls that could get you in hot water with donors, auditors, or the IRS that we hope to help you avoid.

state registration, FASB, 1099-R, planned giving, planned giving leadership, disclosure requirements, gift planning
4 minute read
Read More

Dos and Don’ts with 1099-Rs

Published by on
It’s tax season, and there are some dos and don’ts you should be aware of as you prepare your donors’ 1099-Rs. DO mail a 1099-R to your gift annuitants so it is received by them on or before Monday, February 2, 2015 (January 31 is usually the deadline but we get a few more days because it’s a Saturday this year).

1099-R
1 minute read
Read More

IRS Revises 2011 Reporting Requirements for Capital Gains Distributed by Charitable Gift Annuities

Published by on
On December 16, 2011, the Internal Revenue Service (IRS) provided new 1099-R Instructions for annuitants that describe how to report 1099-R income on a Federal Income Tax return. Prior to then, these instructions stated that capital gains in Box 3 of the 1099-R should be reported on Form 1040 Schedule D line 13. The new instructions, in contrast, say the following:

charitable gift annuities, 1099-R, long-term capital gains
2 minute read
Read More
  • There are no suggestions because the search field is empty.

Blog Authors

Andrew Palmer Ann McPherson Bill Laskincraig_wruck Edie Matulka Gary Pforzheimer Jeff Lydenberg Jeffrey Frye Jen Wickham Tina Yelle Winston Jones Kara Morin

 

 

Top Posts

Topics

see all topics

Subscribe to our blog!