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You figure your required minimum distribution for 2024 by dividing your account balance at the end of 2023 by the life expectancy from Table II (Joint Life and Last Survivor Expectancy) in Appendix B.
- About Publication 590B
Publication 590-B discusses distributions from individual...
- About Publication 590B
14 Μαΐ 2024 · Refer to publication 590-B for Joint Life & Last Survivor Expectancy Table. Beneficiaries of inherited IRAs generally follow a Single Life Expectancy table. As noted above, money you withdraw from a tax-deferred retirement account is generally taxable.
Life expectancy from Table II at the intersection of your and your spouse’s ages. Divide line 1 by the number entered on line 4. This is your required minimum distribution from this year from this IRA. Repeat steps 1 through 5 for each of your IRAs.
Life expectancy tables updated. The life expectancy tables in Appendix B have been updated to reflect the new life expectancy and distribution period tables in the updated regulations in section 1.401(a)(9)-9 applicable to distribution calendar years beginning on or after January 1, 2022. For more information, see Revised life expect-
20 Δεκ 2021 · Table II – Joint Life and Last Survivor Life Expectancy Use the Joint and Last Survivor Table when your spouse is more than 10 years younger and is the sole beneficiary of your retirement account. You use both your age and your spouse’s age to look up the factor to use in the RMD calculation.
SINGLE LIFE EXPECTANCY TABLE (01/2022) RETSLET PAGE 1 OF 2 NY CS 10152457 01/2022 Single Life Expectancy Table (For Use by Beneficiaries) Table effective January 1, 2022 Age Life Expectancy 0 84.6 ... Source: IRS Publication 590-B, Appendix B for 2022 and thereafter. Created Date:
** The Uniform Lifetime Table can be used by all IRA owners, unless their sole beneficiary for the entire year is their spouse who is more than 10 years younger. In that case, the regular Joint Life Expectancy Table is used, which could reduce the RMD even further.
