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Is there an RMD calculation for the year following the preparation year in Lacerte?

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Nope...that's an actuarial computation, based on the FMV of the retirement plan(s) as of the end of the prior year.  I won't touch the computation; I make the investment adviser take on that liability.

Former Chump... umm.... AllStar.
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Level 15

Nope...that's an actuarial computation, based on the FMV of the retirement plan(s) as of the end of the prior year.  I won't touch the computation; I make the investment adviser take on that liability.

Former Chump... umm.... AllStar.
If a post answers your question, click on *Accept as solution* for future searches

View solution in original post

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