Whose job is it to tell Client about RMD?
Somehow, I assume HRBlock-heads don't.
And my broker at *** does not know of my other accounts.
I think it's on Client, or maybe tax-preparer.
It's so easy to run a query for people in that age group, export Homebase view to Excel and then email that group with a BCC.  Oops:  query provides Clients TURNING 70.5 next year; NOT everyone.  I will do another HomeBase View with the dob columns.
Wow:  Did, done, emailed all my clients turning 70.5 next year and a different email to those already in RMD land.  That's something in a Foreign Universe to Intuit - called Customer Service.
If you have never exported view into Excel, I cannot rave too much how easy it is, even for a trog like me.