If I have been taking regular distributions of roughly the same amount of money, how do I determine if this year's distribution was an RMD since I turned 72?

lholloman1 · ‎February 24, 2022

FangxiaL · ‎February 24, 2022

You need your IRA balance on 12/31/2021 and your distribution period to figure out the RMD.

Please see the two links below to figure out your RMD.

[Edited on 2/24/2022| 1:15 PM, PST]

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SteamTrain · ‎February 24, 2022

{Edited out}

Sorry...I wait thinking for the new year (2022) not for last year's RMD.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

VolvoGirl · ‎February 24, 2022

So where is it? This IRS page says Use this Worksheet for 2021 but no link listed

SteamTrain · ‎February 24, 2022

Sorry, I'm thinking 2022....I need to slow down..

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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