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:
    • In Tax Year, choose the year for the report.
  4. Click Run Report.

    The Required Minimum Distribution Report appears.

    Image of the required minimum distribution report in portal.

 

Additional Resources