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1 1 : 5 9 AM Thu Feb 2 9 8 5 % apps.linklearntaxescertification.com 2 0 2 3 Federal Tax Law Test for Circular 2
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Federal Tax Law Test for Circular Professionals Scenario : Herb and Alice Freeman Question of
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Herb and Alice are married and file a joint return. Herb is years old and Alice turns in February Neither are blind.
Both Herb and Alice are retired. Herb works part time as a greeter.
Alice is confused about the Required Minimum Distribution rules, and wants to know when she should take her first distribution from her IRA.
Herb earned $ in wages and has fully taxable pension income of $ The couple also received Social Security benefits of $ They received no other income in
Herb and Alice's grandson, Stuart, lives with them while he attends the local university. Stuart is a fulltime student, and is claimed as a dependent by his parents.
Herb, Alice and Stuart are US citizens, lived in the United States all year, and have valid Social Security numbers.
When does Alice need to take her first Required Minimum Distribution RMD
a By April of the year after the year she turned
b By April of the year she turns
c By April of the year after the year she turns
d By April of the year after the year she turns
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