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Required Minimum Distributions Requesting FormShareholder Services: 18004804111
Please write your account number in box provided. Website: www.jpmorganfunds.comThis form should be used for required
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How to fill out required minimum distributions
How to fill out required minimum distributions
01
To fill out required minimum distributions, follow these steps:
02
Determine your required minimum distribution (RMD) amount. This is based on your age and the value of your retirement accounts.
03
Calculate the RMD amount by dividing the value of your retirement accounts by your life expectancy factor, which can be found in the IRS Publication 590-B.
04
Fill out Form 1099-R, which is used to report distributions from retirement accounts. Provide the necessary information such as your name, address, and Social Security number.
05
Enter the RMD amount on Form 1099-R and report it as taxable income on your federal tax return.
06
Submit Form 1099-R to the IRS and distribute the RMD amount from your retirement accounts by the required deadline, which is generally December 31st of each year.
07
Keep records of your RMD calculations and distributions for future reference and tax purposes.
Who needs required minimum distributions?
01
Individuals who have certain types of retirement accounts, such as traditional IRAs and employer-sponsored retirement plans, need to take required minimum distributions (RMDs).
02
Specifically, individuals who are over the age of 72 (or 70.5 for those born before July 1, 1949) are required by law to take RMDs from their retirement accounts.
03
However, there are a few exceptions to this requirement. Individuals who are still working and not 5% owners of the company sponsoring their retirement plan are not required to take RMDs.
04
Roth IRAs are also exempt from requiring minimum distributions during the lifetime of the original account owner.
05
It's important to consult with a financial advisor or tax professional to determine if you need to take required minimum distributions based on your specific retirement accounts and circumstances.
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