BG5150 Posted February 21, 2013 Posted February 21, 2013 I understand that an RMD in the year of death gets calculated as if the person was still living. Does the assumption of still living apply to age consideration as well? For example: someone is 73 and dies on Feb 1, 2013, and her birthday is October 11. Do use the life expectancy factor for 73 (when she died) or 74, the age would have turned in 2013? QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
ETA Consulting LLC Posted February 21, 2013 Posted February 21, 2013 74, because it's their age on 12/31 of the current year. Good Luck! CPC, QPA, QKA, TGPC, ERPA
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