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Hijean2010
Level 1

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?

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?
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dmertz
Level 15

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?

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

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2 Replies
dmertz
Level 15

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?

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

View solution in original post

Hijean2010
Level 1

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?

Thank you @dmertz. I appreciate your help.

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