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For CSF1099R.."Tell us when this person was born" how do I distinguish that this was from my mother's retirement, not from me?

 
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Level 15

For CSF1099R.."Tell us when this person was born" how do I distinguish that this was from my mother's retirement, not from me?

It is asking when your mother was born to determine if the RMD rules apply if she was, or would be over 70 1/2 if she has lived.

 

The RMD rules apply on an inherited retirement based on the account owners age (your mother) and not your age.

**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.**