1040-US: Worksheet for Owners not computing required minimum distribution for Roth IRA

Alerts and notices


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


There are no RMD requirements for a Roth IRA account while the owner is alive, so the Worksheet for Owners does not calculate when a Screen 1099R-3 unit indicates that it is an inherited Roth IRA by entering a 2 in the Type of plan field.

Related topic: Required Minimum Distribution (RMD) Worksheet FAQs (1040)