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Level 2
December 7, 2019
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Is there an RMD calculation for the year following the preparation year in Lacerte?

  • December 7, 2019
  • 1 reply
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Best answer by abctax55

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.

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abctax55
abctax55Answer
Level 15
December 7, 2019

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.

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