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1099-R Death Benefit
I'm having trouble getting a question answered. Teacher Retirement System of Texas sent a 1099-R to me because I was a non spouse beneficiary for the death benefit. Box 7 is code 4 and it is not an IRA with 100% payment. When asked about the original owners birth age the following questions go into the RMD. I've called TRS twice and also asked a TT tax expert with no resolution. When I change it to reflect MY birth year I'm able to get passed it.
11 hours ago