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February 9, 2025
Question

How do I find my RMD I didn’t get a letter and I don’t have a copy of last years taxes

  • February 9, 2025
  • 1 reply
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    1 reply

    JohnB5677
    February 9, 2025

    If you're 73 or older in 2024, you you will have to take an RMD by April 1, 2025.

    You can calculate the RMD using the table in:  IRA Required Minimum Distribution (RMD) Table for 2024 and 2025

     

    Your Broker will calculate your RMD for the account they manage.

    • Provided you've received all of your 1099-R's
    • And you did not take any additional distributions
    • Your RMD would equal your 1099-R total

    Edited [02/10/2025 | 8:05 PST]

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