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Inherited IRA lifetime RMD withdrawals not being calculated – Announcements – Pralana Retirement Calculator Forum
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Inherited IRA lifetime RMD withdrawals not being calculated

 
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Last Post by Miles Ritter 4 years ago
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Posts: 4
 Miles Ritter
Customer
Topic starter
March 25, 2023 3:23 pm
(@mrmritter)
Active Member
Joined: 5 years ago

Running Pralana 2023 on a standalone Excel 2021 application (Buiild 2302) in Windows 11. Trying to build a model that will give me numbers that are close to what I already know with regard to taxes, RMDs etc. My inherited IRAs don't show up in the Tabular Projections under the RMD withdrawals, with no RMDs showing up until age 73 when ordinary RMDs appear with believable numbers. Seems not to work in Pralana 2022 either, so I must be doing something wrong. Have "lifetime" in the field for type since they were inherited in 2009. No amount of fussing seems to get it to spit out those RMDs for any years before I turn 73. Anyone have any thoughts about what to look for. Thanks in advance.

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Topic Tags
RMD Inherited IRA
2 Replies
Posts: 618
 Stuart Matthews
Admin
March 27, 2023 10:42 am
(@smatthews51)
Member
Joined: 6 years ago

Miles,

Did you specify the RMD Start Year on the Financial Assets > Initialization page?

Stuart

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Posts: 4
 Miles Ritter
Customer
Topic starter
March 27, 2023 7:18 pm
(@mrmritter)
Active Member
Joined: 5 years ago

Yes, problem was view management defaults to not showing those withdrawal columns. Had to turn them on to see the entries. Seems to be working as expected, thanks.

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