Allow entry of a Single Withdrawal amount that includes the RMD for IRA/Inherited IRA accounts.

Wish List

Last Post by Joel Albert 2 months ago

1 Posts

1 Users

0 Reactions

137 Views

Joel Albert

(@caroblover)

Trusted Member

Joined: 3 months ago

Posts: 38

Topic starter August 21, 2025 12:39 pm

Currently I withdraw more than my RMD and would rather be able to enter. Single amount with an option to have the RMD be included rather than be forced to enter just the difference from the RMD (this requires much more work and rework).

for instance, RMD is expected to be in the $5-$7,000 range and I want to pull $10,000 a year.

i would like to be able to enter $10,000 and have an option:

- Real/Nominal

- Inclusive of RMD/Addition to RMD

Thoughts?

ReplyQuote