Individual Retirement Accounts -Required Minimum Distributions (RMDs) Guide - 2021 - CPA Clinics
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Example #1: Your 72nd birthday was June 30, 2021. You must take your first RMD (for 2021) by April 1, 2022.
Example #2: You turn 72 on July 15, 2021. You must take your first RMD, for 2021, by April 1, 2022. You must take your second RMD, for 2022, by December 31, 2022 and your third RMD, for 2023, by December 31, 2023.
Use for unmarried participants, married participants whose spouses are not more than 10 years younger, and married participants whose spouses are not the sole beneficiaries of their IRAs. Use actual age of participant on his or her birthday for each year.
For ages not listed in this table, see IRS Pub. 590-B for the complete table.
Use for participants whose spouses are more than 10 years younger and are the sole beneficiaries of their IRAs. Use actual age of participant and spouse on their birthdays for each year.
For age combinations not listed in this table, see IRS Pub. 590-B for the complete tables.
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