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?

335

1 Best answer

Level 15

Mar 14, 2021 5:16:34 AM

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

Level 15

Mar 14, 2021 5:16:34 AM

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

Level 1

Mar 14, 2021 10:02:51 PM

Thank you @dmertz. I appreciate your help.

Why sign in to the Community?

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?