Firm RMD summary

The firm RMD summary lists your firm's RMD accounts with the amount required, distributed and remaining for each, and the totals. The console shows it as the Firm RMD Report, on the RMD tab of the Reporting page.

📄️Get the firm RMD summary

Returns each RMD profile of your firm with its required minimum distribution for one year, and the totals over them. An RMD profile with no RMD annual record for that year is listed with the status `no_data` and amounts of `0`.