DaveF1006
Expert Alumni

Retirement tax questions

Yes.  Return to your entry and scroll through the section. There should be a screen that will appear that is titled Tell Us About Your Joint Annuity. Here you will say This Annuity Covers more Than one Person. See the first screenshot.

 

The next screen will instruct you to enter the ages for both of you. See the second screenshot.

 

 

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