Select distribution year
What is your IRA balance on December 31, 2009?*
What is your date of birth? (mm/dd/yyyy)
What is your beneficiary's relationship to you?
What is your designated beneficiary's date of birth? (mm/dd/yyyy)
*You can include all IRA balances or just a few. If you do not include all balances, the RMD amount may not be accurate. RMDs are not required for Roth IRAs and Roth Rollover IRAs and should not be included in your balances.