Yearly RMD Total
I don't take my RMD in equal payments and I want to make sure that at the end of the year I have taken what is required. I know my financial company will send me the remainder at the end of the year but I'd like to stay on top of it. I've tried to run a report but even if I change the time period from 1/1/22 to 12/31/22 it only lists past amounts in the report. Ideas????? I think I just resolved it - works for me anyway. I have the RMD amounts listed as scheduled transactions. If I mark them as already paid (even though in the future), they appear on the Tax Report under taxable income.
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