RMD Information/Log
Please create a RMD information tab in the left side panel similar to the UDF, Notes and activates fields. We need a section where we can track all RMDs per year and if they were satisfied. RMD accounts can be satisfied in one account of across multi accounts so we need the ability to customize data and take notes and track if the RMD is completed for the year. We need the RMD data to stand separate from accounts section since we don't enter acct info in redtail. Currently we enter RMD instructions in the UDF, but we need a "log" to track whether it is satisfied, auto RMD, Bene IRA, etc. This is a HUGE time killer for our business we could really use more options in RedTail to track and report.