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2001 Spring Road, Suite 700 Oak Brook, IL 60523 877.682.4727 Telephone 630.368.5697 Fax ARP mtrustcompany.com www.mtrustcompany.com2019 REQUIRED MINIMUM DISTRIBUTION (RED) (For Automatic Rollover
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How to fill out 2019 required minimum distribution

01
To fill out the 2019 required minimum distribution (RMD), follow these steps:
02
Determine your RMD amount: Begin by identifying the total value of your tax-deferred retirement accounts as of December 31, 2018. You can find this information on your year-end account statement or by contacting your account provider. Then, consult the IRS's Uniform Lifetime Table or the Joint Life and Last Survivor Expectancy Table to calculate your distribution period based on your age.
03
Calculate your RMD: Divide the total value of your tax-deferred retirement accounts by your distribution period to determine the RMD amount for the year. The result is the minimum amount you must withdraw from your retirement accounts in 2019 to avoid penalties.
04
Withdraw the RMD amount: Once you have calculated your RMD, you can choose to withdraw the entire amount in a lump sum or take periodic payments throughout the year. Make sure to arrange the withdrawal with your account provider.
05
Report your RMD on your tax return: You must report the total RMD amount on your federal income tax return for the year. Use Form 1099-R provided by your account provider to report the distribution. The deadline for reporting RMDs is typically April 1 of the following year.
06
Consider charitable distributions: If you are age 70½ or older, you have the option to make qualified charitable distributions (QCDs) from your IRA directly to a qualified charity. QCDs count towards your RMD amount and can offer potential tax benefits. Speak to a tax professional to understand the requirements and implications of QCDs.
07
Note: The information provided here is a general guideline. It is always recommended to consult with a qualified financial advisor or tax professional for personalized advice based on your specific situation.

Who needs 2019 required minimum distribution?

01
Individuals who have tax-deferred retirement accounts, such as traditional IRAs, 401(k)s, 403(b)s, or similar plans, need to fulfill 2019 required minimum distribution (RMD) requirements if they meet the following conditions:
02
- They turned 70½ or older in the year 2019.
03
- They do not have a Roth IRA as their retirement account.
04
RMD rules aim to ensure that individuals with tax-deferred retirement savings start withdrawing a minimum amount each year after a certain age. Failure to meet the RMD requirements may result in penalties.
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Required minimum distribution request is a withdrawal that must be taken from certain retirement accounts once the account holder reaches a certain age.
Individuals who have retirement accounts such as Traditional IRAs or 401(k)s are required to file required minimum distribution request once they reach a certain age.
Required minimum distribution request can be filled out by contacting the financial institution that holds the retirement account and requesting the distribution.
The purpose of required minimum distribution request is to ensure that individuals withdraw a minimum amount from their retirement accounts each year to avoid penalties.
Required minimum distribution request must include the account holder's name, account number, the amount to be withdrawn, and the tax withholding information.
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