FormSource example: 1040 IRA required minimum distribution reminder letters

Context

You need to contact clients who reach age 70 1/2 at any time during the year to inform them of the IRA rules regarding required minimum distributions.

Define query

Query 1040 returns for all taxpayers and/or spouses with a birthdate between 7/1/YY and 6/30/YY.
1st criteria:
  • Form Type: Federal Organizer
  • Form: General Information
  • Field: TPdateofbirth
  • Condition: >=
  • Value: 07/01/YYYY, where you'll need to enter the actual digits for the appropriate year
  • Selection Criteria: AND
2nd criteria:
  • Form Type: Federal Organizer
  • Form: General Information
  • Field: TPdateofbirth
  • Condition: <=
  • Value: 06/30/YYYY, where you'll need to enter the actual digits for the appropriate year
  • Selection Criteria: OR
3rd criteria:
  • Form Type: Federal Organizer
  • Form: General Information
  • Field: SPdateofbirth
  • Condition: <=
  • Value: 07/01/YYYY, where you'll need to enter the actual digits for the appropriate year
  • Selection Criteria: AND
4th criteria:
  • Form Type: Federal Organizer
  • Form: General Information
  • Field: SPdateofbirth
  • Condition: <=
  • Value: 06/30/YYYY, where you'll need to enter the actual digits for the appropriate year

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