ElizabethW2
Expert Alumni

Retirement tax questions

Hi, bluefalcon77!

 

The amount of your RMD depends on whether you are single or married.  If married, you have the selection of using your single life expectancy or a joint life and last survivor expectancy.  

 

You can find all 3 of those tables in IRS Publication 590B.  Scroll to Page 8 on the link I provided below.  

 

www.irs.gov/pub/irs-pdf/p590b.pdf

 

Be sure to use the link in the section of the publication for your situation (single, sole beneficiary or joint life and last survivor).

 

Regards,

Elizabeth W

EA for 29 years

 

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