1099-r

[PhilFrieders]

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?

[SweetieJean]

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

[PhilFrieders]

personal info is correct birth year 1952

box is code 4 - death

[PhilFrieders]

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?

[Critter-3]

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.

[PhilFrieders]

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