1040-US: Worksheet for Beneficiaries - overriding default ages used on Lines 8 or 12 for required minimum distribution computation

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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?


UltraTax/1040 uses the date of birth for the taxpayer/spouse as entered on Screen 1040 to compute ages used on Lines 8 and 12 of the Worksheet for Beneficiaries. Entering data on the Beneficiary birth year (Force) field on Screen 1099R-3 will override this default treatment and compute ages used on Lines 8 or 12 based on the year input.

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

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