Previous year withd...
 
Notifications
Clear all

Previous year withdrawal from your TD account

 

Alan Brown
(@alan-brown)
New Member Customer
Joined: 1 month ago
Posts: 1
Topic starter  

Need an explanation for the column "Previous year withdrawal from your TD account" in TABULAR PROJECTIONS / AGI Detail. It looks like taxes are calculated for the current year using the amount withdrawn last year (above RMD)??


Quote
Stuart Matthews
(@smatthews51)
Member Admin
Joined: 1 year ago
Posts: 263
 

Please see the section entitled "Handling of Taxes on Unplanned Withdrawals from Tax-Deferred Savings" in the user manual.


ReplyQuote
Share: