IMPORTANT: Numeric entry fields must not contain dollar signs, percent signs, commas, spaces, etc. (only digits 0-9 and decimal points are allowed).
Click the Terms tab above for a more detailed description of each entry.
Step #1:
Enter the IRA balance as of December 31st of the year before the distribution year.
Step #2:
Select your age as of December 31st of the distribution year.
Step #3:
If your spouse is the sole beneficiary and is more than ten years younger than you, enter your spouse's age as of December 31st of the distribution year. Otherwise, leave this field blank.
Step #4:
Click the "Calculate RMD" button, which will look up and display your distribution factor and then calculate the distribution amount based on that factor.
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