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Wells fargo ira distribution form 2026

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The document is a Required Minimum Distribution (RMD) Worksheet designed to help individuals calculate their RMDs for various retirement accounts, including Traditional IRAs and employer-sponsored plans. It outlines the steps to determine account values, applicable life expectancy factors, and the required withdrawal amounts. The worksheet emphasizes that RMDs are not required for Roth IRAs and provides guidance on how to handle multiple accounts. Additionally, it advises consulting a tax advisor for personalized advice.

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Click ‘Get Form’ to open the Wells Fargo IRA Distribution Form in the editor.
Begin by entering the balance of your retirement account as of December 31 of the prior year in the designated field. You can find this information on your year-end statement.
Next, input your age as of December 31 of the current year. If applicable, also enter your spouse's age if they are the sole primary beneficiary and more than 10 years younger than you.
Refer to the IRS life expectancy tables provided in the form and enter the applicable life-expectancy factor based on your age and your spouse's age if necessary.
Finally, divide the amount from step two by the factor from step four to calculate your Required Minimum Distribution (RMD). Ensure this distribution is taken by December 31 of the current year.

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