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bksmith59
New Member

I have a question about my 1099-R. I've been receiving retirement for 7 years (since age 52). How do I answer the question "Did I take the money out before 59 1/2'?

 
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LeeM
New Member

I have a question about my 1099-R. I've been receiving retirement for 7 years (since age 52). How do I answer the question "Did I take the money out before 59 1/2'?

You would answer that question as no, unless you had turned 59 years, 6 months and 1 day old before the end of 2017.

That question only applies to that Form 1099-R and the money you took out in 2017.

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1 Reply
LeeM
New Member

I have a question about my 1099-R. I've been receiving retirement for 7 years (since age 52). How do I answer the question "Did I take the money out before 59 1/2'?

You would answer that question as no, unless you had turned 59 years, 6 months and 1 day old before the end of 2017.

That question only applies to that Form 1099-R and the money you took out in 2017.

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