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After you file
A box 7 code 3 asks the retirement age question.
Be sure that his DOB is entered correctly in the personal information section.
I suggest that you delete the 1099-R and re-enter.
You should get a screen that look like this for a code 3.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
ā€ˇFebruary 12, 2021
9:27 PM