(72t) SEPP distributions RMD method

e2020donna · ‎July 26, 2023

Can I change my SEPP distribution from an annual lump sum payment in 2023 to monthly payments in 2024? This would not change the total annual distribution amount or the calculation method.

JBedford · ‎July 26, 2023

Hi, @e2020donna , thanks for the question! But unfortunately, this does not sound like a tax question, but more a question for the financial institution that holds your SEPP. Sorry I couldn't be more help, but I would recommend contacting them.

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(72t) SEPP distributions RMD method