In the RMD section of the financial statement, each Traditional IRA, Rollover, SEP, SIMPLE, TSA and TSCAplan you own is listed on a separate line. The calculations are done on each plan separately. For each Traditional IRA, Rollover, SEP, SIMPLE, TSA and TSCA plan type reflects the fair market value (FMV) or entire interest value (EIV), the RMD amount and any distributions taken during the year. These are grouped by plan type. Traditional, Rollover, SEP amp; SIMPLE in one group and TSA and TSCA in another. There is a summary for each group. It includes the remaining 2023 RMD amount for the plan types in each section.
Inherited IRAs will be listed in another section. It reflects the fair market value (FMV) or entire interest value (EIV) and any distributions taken during the year for each Inherited IRA. The RMD amount is not calculated for Inherited IRAs amp; will show as “N/A”
To make sure you take the full required amount you must consider and review the distributions taken from all of your plans, at Ameriprise and elsewhere.