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onekard
New Member

1099R due to a death tProgram is asking for when this person was born. Is it wanting to know when the person that died was born or the person that received the benefit?

 
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macuser_22
Level 15

1099R due to a death tProgram is asking for when this person was born. Is it wanting to know when the person that died was born or the person that received the benefit?

The deceased.   It is to determine if a RMD is required.  If it was a total distribution, then the RMD was automatically met.

**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.**

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macuser_22
Level 15

1099R due to a death tProgram is asking for when this person was born. Is it wanting to know when the person that died was born or the person that received the benefit?

The deceased.   It is to determine if a RMD is required.  If it was a total distribution, then the RMD was automatically met.

**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.**

View solution in original post

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