RMD Year-End Reminders
Year end is rapidly approaching and with it some important dates for 2020 RMDs.
2020 RMD Processing
- RMD requests for tax year 2020 will be received up to and on 12/31/2020, and processed accordingly.
2020 CARES Act – RMD Waivers and Returned RMDs
- 12/15/2020 – Deadline to return already received 2020 RMDs; amounts received after this date may be returned to the customer.
- 12/15/2020 – Deadline to submit RMD Waiver form for 2020.
If you have RMD-related questions, call EquiTrust Administration at 866-598-3692.