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February 27, 2025
Question

how do i know how much of my distribution was an rmd

  • February 27, 2025
  • 1 reply
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    February 27, 2025

    To figure out how much of your distribution was an RMD, you can follow these steps:

     

    The following can help determine the payout periods and the amount of your required distribution:

    • worksheets to calculate the required amount
    • tables to calculate the RMD during the participant or IRA owner’s life:

    Or you can use this RMD calculator to simplify this process.