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

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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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.**

I'm a US citizen, but I live in Japan. I have an after-tax retirement annuity in the US. When I receive annuity money, which country gets to tax it?

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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?

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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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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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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