Required Minimum Distribution (RMD) Worksheet FAQs (1040)

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

The following includes answers to common questions about the Required Minimum Distribution (RMD) Worksheet.

How do I compute required minimum distributions for 2017 in UltraTax/1040?

When should I use the Worksheet for Owners to compute the required minimum distribution?

Why won’t the Worksheet for Owners compute the required minimum distribution for a Roth IRA?

When should I use the Worksheet for Beneficiaries to compute the required minimum distribution?

The deceased original owner of the account died on or after the required beginning date and my client is one of multiple beneficiaries, but not the oldest beneficiary. How can I calculate the correct required minimum distribution for my client?

How does the Required Minimum Distribution (RMD) Summary aggregate distributions from multiple qualified retirement plan accounts of the same type?

What if my client does not provide all of the information required to calculate the required minimum distribution?

Share This