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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