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Wells fargo ira distribution form 2025

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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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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I withdraw money from my Wells Fargo IRA?

Taking Distributions Traditional IRAs offer tax-deferred growth potential. You pay no taxes on any investment earnings until you withdraw or distribute the money from your account, presumably in retirement. If you make distributions before age 59 1/2, you may owe a 10% additional tax.

How to get 1099R from Wells Fargo?

Log in to wellsfargo.com. Select Accounts in the main navigation, and then Statements Docs Select Tax Documents Choose your Account and Tax Documents/1099s as the Document Type and Tax Year.

How do I request a withdrawal from my IRA?

Withdrawals from a SIMPLE IRA can be initiated using our separate form (PDF) or by calling us for assistance at 800-343-3548. In many cases, youll have to pay federal and state taxes on your early withdrawal. There may also be a 10% tax penalty.

How do I request a distribution from my Wells Fargo IRA?

You must call us at the numbers indicated below to request a distribution from your IRA be sure to have your account number(s) handy. Wells Fargo Bank IRA you can call the Best IRA service team at 1-800-237-8472 to complete reinvestment of a mature CD, Roth IRA conversions, and transfers due to divorce.

How do I access my Wells Fargo IRA?

For a Wells Fargo Advisors IRA - call us at the phone number listed on your IRA statement. To access your statement, sign on to Wells Fargo Online and select Statements and Documents in the More menu.

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How to start taking distributions from IRA?

For traditional IRAs you must begin taking withdrawals, or Required Minimum Distributions (RMDs), starting at age 73*, (or 72 if you were born before July 1, 1949). The rules for making withdrawals from a Roth IRA are more nuanced, though generally you must be age 59 and have held the account for five years.