IRA Required Minimum Distribution Inquiry (2)

Screen ID:  Screen Title:  Panel Number:

IRMDC-02 IRA Minimum Required Distribution 5658

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This screen appears when uncheck the "Utilize Uniform Table" box on the previous screen and press Enter.

If the uniform table is not being used this screen will appear with fields to allow you specify how the calculation should be performed.  Fill in the fields and press Enter to perform the calculation an view it on the next screen. The table will show a year-by-year breakdown of the required distribution amounts, starting when the owner reaches age 72 and continuing to age 115.

Field Descriptions

Setting	Choices
Life expectancy is joint	This is the default on this screen.
Primary beneficiary is my spouse	Check if the beneficiary is a spousal beneficiary.
Primary Beneficiary birthdate	Enter the primary beneficiary birthdate,. If the Primary Beneficiary is the sole spousal beneficiary AND is more than ten years younger than the Account Holder, Table II will be used for the RMD calculation.  If the primary beneficiary is less than ten years younger, the Uniform Table will be used for the RMD calculation.