Run a Report on Required Minimum Distribution

Instructions

The report contains query accounts will display which clients need to make an RMD for the selected tax year.

  1. Click Statements & Reporting in the top left corner and select Data Queries.
  2. In Report Type, select Required Minimum Distribution.

    Image of the run a report on required minimum distribution panel in portal.

  3. Enter the following information:

    Tax Year: Choose the year for the report.

    Format: Choose the report format

  4. Click Run Report.

    The Required Minimum Distribution Report appears.

    Image of the required minimum distribution report in portal.

  5. This report includes the following fields:

    • Account ID

    • Account Title

    • Gross Distribution

    • Net Distribution

    • Cash Withdrawal

    • Internal Transfer

    • Federal Tax Withheld

    • State Tax Withheld

    • Qualified Charitable Donation (QCD)

 

Additional Resources