Do I say Y or N? 1099-R. Taxable amt not determined box is checked. TurboTax asks: "I am under retirement age for this plan.Y-N?" Now 86, retired at 62. Do I say Y or N?

Forum|Forum|5 years ago
March 14, 2021
2 replies
47 views

Age on Date the Annuity started = 62. The next question is: I am under retirement age for this plan. Retiree was at normal retirement age when it started. So, I THINK the answer is No. Thanks for your help. Is it Yes or No?

TurboTax Deluxe Online

Best answer by dmertz

At age 86, the answer is No. You are not under the normal retirement age for the plan.

dmertzAnswer

Level 15

At age 86, the answer is No. You are not under the normal retirement age for the plan.

Hijean2010Author

Level 2

Thank you @dmertz. I appreciate your help.

Do I say Y or N? 1099-R. Taxable amt not determined box is checked. TurboTax asks: "I am under retirement age for this plan.Y-N?" Now 86, retired at 62. Do I say Y or N?

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