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Guest jc1457
Posted

Hi,

I have a participant who should have received a rmd 4/1/2007. He will receive two this year. My question is - for the rmd that was due 4/1/2007 - I should use 12/31/2005 ending balance to calculate this rmd - correct? Even though the distribution is now late.

Is there a reg that discusses this specifically? I know that this is the correct way of handling this, I just want to have support in my file for handling this in this manner.

Thank you!

Linda

Posted

The amount doesn't change due to lateness of distribution.

Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra

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