IRA Required Minimum Distribution Report

Screen ID:	LIRAMD-01
Screen Title:	IRA Req Minimum Dist Report
Panel ID:	730
Tool Number:	416
Report Name:	LIRAMD	Click here to magnify

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.

• 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