My husbands mother passed away when he was a minor from cancer. She was unmarried at the time and he was beneficiary of her retirement. To this day, he gets a small monthly stipend/disability benefit, just as if he was the surviving spouse. He will receive this for the rest of his life, just as a spouse would. We have always received a 1099-R with Box 3 checked (disability). What do I answer on the question about the youngest age he could have retired? I am assuming that his mother would have to have been 55 for retirement (State of California employee) but because of this unique situation - I am no sure what to write. Am assuming its all taxable until he reaches retirement age so until then it doesnt really matter?
