turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Event: Ask the Experts about your refund > RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

1099-R Youngest Age you could have retired - disability question

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?

Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

1099-R Youngest Age you could have retired - disability question

The box 7 code might be wrong,  Payments to beneficiaries should have a code 4. 

 

The age question only applies to the employee (owner of the plan).

 

Ask the plan administrator.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies