IRA RMD Checklist Checklist - Send to your CPA network. HARD COPIES CUSTOMIZED-Glossy card stock


IRA RMD Checklist Checklist - Send to your CPA network. HARD COPIES CUSTOMIZED-Glossy card stock

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IRA RMD Checklist-PDF Version
Protect clients from excess accumulation penalties and ineligible rollovers

      Checklist includes:

  • Summary of RMD aggregation rules
  • Summary of portability rules for RMDS
  • RMD status check
  • RMD calculations
  • Using the right life expectancy table
  • Outstanding transactions

RMD aggregation, rollovers and penalties

 

Retirement account owners must start taking required minimum distributions (RMD)s for the year in which they reach age 70-½ and continue for every year thereafter. Active participants in employer-sponsored retirement plans[1] are allowed to defer starting RMDs past age 70-½ until retirement, if permitted under the plan.

 

When a retirement account owner dies, the beneficiary of that retirement account must take RMDs. Failure to take RMDs by the deadline will result in the account owner owing the IRS a 50% excess accumulation penalty on the RMD shortfall.

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[1] Qualified plans such as 401(k)s and pension plans, 403(b) plans and governmental 457(b) plans.

 

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