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. From the Portal home page, click the Reporting tab.
  2. Click Data Queries.
  3. In Report Type, select Required Minimum Distribution.

    Image of run a report on RDM in Portal.

  4. Enter the following information:
    1. In Tax Year, choose the year for the report.
  5. Click Run Report.

    The Required Minimum Distribution Report appears.

    Image of a sample report on RMD

 

Additional Resources

Learn About Reporting in the Portal at IBKR Campus

Learn About Professor Trading Lab at IBKR Campus

Visit the IBKR Professor Trading Lab Website

Navigate to Data Queries