IRA Required Minimum Distribution Report
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Screen ID: Screen Title: Panel Number: Report Name: |
LIRAMD-01 IRA Req Minimum Dist Report 730 LIRAMD |
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Access this screen by selecting Tool #416: IRA Req. Minimum Distribution Report.
This report shows all members aged 72 or older who have one or more IRA accounts. This report is generally pulled during the fall to review any members who have not yet taken their annual required minimum distribution amount and to make any arrangements necessary to handle the distributions.
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NOTE: This report is needed for Traditional and SEP IRA plans ONLY. It does not apply to Roth, Roth Conversion, or Coverdell IRA plans.
Report Sample
