Question
Has anyone noticed that the tax advice within the Client Presentation Tool isn't necessarily correct?
I just previewed this advice for a client that turns 72 in 2022. It gives 2 pieces of advice regarding her RMD. The first is that she turned 70 1/2 in 2021 and that she needs to take her RMD before 4/1/2022 or be subject to an additional tax. The second piece of advice is that she turns 72 in 2022 and that she needs to take her first RMD by 4/1/2023. Also, to avoid having to take 2 RMDs in the same year, she should consider taking the first distribution in 2022 rather than waiting until 4/1/2023.
With new rules in place regarding RMDs, the first piece of advice seem incorrect. How do I alert ProSeries to address this error?
