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I'm filing for a deceased relative and its asking for 'taxpayer date retired'. I have no idea what it would be, what do I do?

 
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1 Reply
DianeW777
Expert Alumni

I'm filing for a deceased relative and its asking for 'taxpayer date retired'. I have no idea what it would be, what do I do?

It depends.  If you are entering a Form 1099-R, then the questions could be trying to determine the taxable and nontaxable (if applicable) portions of the retirement distribution.  You can take an educated guess based on age or by contacting the pension plan administrator. 

 

If your relative did not make any contributions to the plan or there were no after tax contributions all of the money distributed to your relative will be taxable. 

 

Please update if you need additional assistance and provide more details. I send my sympathies to you and your family.

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