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1099R, box 7 = code 4D. TT asks how old this person would have been. Is it asking YOB for 1099R recipient or YOB for person who died and left the annuity for recipient?
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June 5, 2019
10:24 PM
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Retirement tax questions
The word *would* in "would have been" indicates "after the fact". So the person whose age it is asking for is no longer alive.
June 29, 2019
8:33 AM