How Can We Help?
< Back
You are here:
Print

72T Annuity Distribution Method for Joint

L1: 72T Annuity Distribution Method for JointQuick question – Is there a difference in the table you use to calculate the 72T distribution for a single life expectancy vs.a joint life expectancywhen usingthe annuity method? It seems that there is only one table published from the IRS for the annuity factors, and it correlates to the single life expectancy of an individual. Any information would be helpful!2004-10-17 08:37, By: Karl, IP: [65.165.40.177]
L2: 72T Annuity Distribution Method for JointThe tables ublished by the IRS are life expectancies. We use the actual annuity as published by the IRS.
Same Table, different formula.2004-10-17 08:44, By: Gfw, IP: [172.16.1.71]

L2: 72T Annuity Distribution Method for JointGFW, thanks for the reply – but I am a little confused. Can you direct me to a place on-line that has the annuity table? The only one I can find is in Revenue Ruling 2002-62:
http://www.treasury.gov/press/releases/reports/rr200262.pdf
The mortality table is at the bottom, for joint survivorship you mention you use the same table but a different formula for the annuity method?2004-10-17 13:13, By: Karl, IP: [65.165.40.177]

L2: 72T Annuity Distribution Method for JointYou are looking for a table of ‘lx’s that were published in either 2002-62 or the final Minimum Distribution regs.2004-10-17 13:31, By: gfw, IP: [172.16.1.70]

Table of Contents