Can someone tell me how to find what my RMD was for last year,2022, I missed the deadline? I thought I paid for a tax advisor service for the year, but I guess not?

My question was not answered. I missed the deadline for my RMD, how can I find out what my distribution should have been? How do I get the Tax Advisor service I paid for?

517

Level 15

Jan 4, 2023 9:49:18 AM

Here is a worksheet to calculate the RMD at 70 1/2

https://www.irs.gov/pub/irs-tege/uniform_rmd_wksht.pdf

Level 15

Jan 4, 2023 10:00:10 AM

The reference provided by VolvoGirl is outdated and incorrect. Here is the updated worksheet:

https://www.irs.gov/retirement-plans/plan-participant-employee/ira-required-minimum-distribution-worksheet

The new Uniform Lifetime table is also in IRS Pub 590-B: https://www.irs.gov/publications/p590b

Level 15

Jan 4, 2023 10:00:45 AM

The firm that is the custodian of your retirement account(s) will normally calculate your RMD for you. I suggest you contact them first.

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Can someone tell me how to find what my RMD was for last year,2022, I missed the deadline? I thought I paid for a tax advisor service for the year, but I guess not?