IRA - non-spouse beneficiary assets

RMD on Non-spouse beneficiary IRA

I need to add a required minimum distribution withdrawal to an ESPlanner Plus plan. The person inherited the IRA after payments had begun. The beneficiary is not yet 70 1/2 and has an IRA of their own. I believe the calculations for the RMD will continue to be different even after age 70 1/2 is reached by the beneficiary. Therefore, the assets need to be kept separate. Where should I enter the "retirement asset - beneficiary IRA value? Currently I am entering the amount in "supplemental retirement accounts".

We use cookies to deliver the best user experience and improve our site.