1099-r

i entered the 1099-r from my deceased sister, who was 57 when she died.

after answering al the questions, turbo tax stated i was 70 1/2 in 2020, which is incorrect, as i am now 68.

how can i correct this information?

489

Level 15

Mar 10, 2021 7:17:22 PM

Check your DOB in the Personal Info tab. Also, what is the distribution code in Box 7 of the 1099-R?

Returning Member

Mar 10, 2021 7:19:44 PM

personal info is correct birth year 1952

box is code 4 - death

Returning Member

Mar 18, 2021 2:34:38 AM

i replied to your inquiry regarding 1099-r. the birthdate is correcct and the code is 4=deathg. did you come up with nay other thoughts?

Level 15

Mar 18, 2021 6:38:38 AM

Go back and review the screens and the 1099-r section and read the screen again where it asks about her age not your age.

Returning Member

Mar 18, 2021 7:42:40 PM

the turbo tax program never asks me about her. i perused information on the IRS website and found publication 575 and 525 regarding income and wages. turbo tax wants to make it an IRA item; this is a return of her unused employee contributions to a qualified pension plan and has nothing to do with any type of IRA.

thanks for responding

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1099-r