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    Correct me if I am wrong. TP will turn 70 1/2 in December 2013. Wants to take RMD now (june1) for vacation. I want to treat this as her RMD for 2013 even though she is not 70 1/2 yet. Can WE do this? Many thanks.
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    #2
    Originally posted by TAX4US View Post
    Correct me if I am wrong. TP will turn 70 1/2 in December 2013. Wants to take RMD now (june1) for vacation. I want to treat this as her RMD for 2013 even though she is not 70 1/2 yet. Can WE do this? Many thanks.
    As long as she withdraws at least the RMD based on the tables, no problem atall. The 2013 1099R will reflect the amount and the year regardless of date within the year actually withdrawn.
    ChEAr$,
    Harlan Lunsford, EA n LA

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