IRA Required Beneficiary (3)

Screen ID:	IRMDC-03
Screen Title:	IRA Minimum Required Distribution
Panel ID:	5659
Tool Number:	415
		Click here to magnify

This screen appears after you use Enter on the previous screen.

If the uniform table is not being used Table II will be used for the RMD calculation. Table II is used when the Primary Beneficiary is the sole spousal beneficiary AND is more than ten years younger than the Account Holder.  In this case an additional screen will appear prior to this one with fields to allow you specify how the calculation should be performed.

When all fields have been completed on the previous screen, use Enter to perform the calculation an view it on this 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.

• NOTE: Remember that the IRS requires a minimum distribution beginning in the calendar year in which the individual reaches age 72. Therefore, the owner's birth month is key in determining when distributions begin.