My feedback

1 result found

1. RMD Value & Information section

   1,963 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   95 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Kathryn supported this idea  ·  Jan 11, 2012
   An error occurred while saving the comment
   Kathryn commented  ·  Jan 11, 2012  ·  Delete…

   Another solution could be a report that we could run annually that would show everyone that would be 70 1/2 that year and therefore need to start RMD's that year. Currently I have to run 2 reports for age 70 and 71 (by year of birth) and then manually determine who will be 70 1/2 that year.

   Save Submitting...