topic 1099-r in Retirement tax questions

1099-r

PhilFrieders — Thu, 11 Mar 2021 03:13:08 GMT

i entered the 1099-r from my deceased sister, who was 57 when she died.

after answering al the questions, turbo tax stated i was 70 1/2 in 2020, which is incorrect, as i am now 68.

how can i correct this information?

Re: 1099-r

SweetieJean — Thu, 11 Mar 2021 03:17:22 GMT

Check your DOB in the Personal Info tab. Also, what is the distribution code in Box 7 of the 1099-R?

Re: 1099-r

PhilFrieders — Thu, 11 Mar 2021 03:19:44 GMT

personal info is correct birth year 1952

box is code 4 - death

Re: 1099-r

PhilFrieders — Thu, 18 Mar 2021 09:34:38 GMT

i replied to your inquiry regarding 1099-r. the birthdate is correcct and the code is 4=deathg. did you come up with nay other thoughts?

Re: 1099-r

Critter-3 — Thu, 18 Mar 2021 13:38:38 GMT

Go back and review the screens and the 1099-r section and read the screen again where it asks about her age not your age.

Re: 1099-r

PhilFrieders — Fri, 19 Mar 2021 02:42:40 GMT

the turbo tax program never asks me about her. i perused information on the IRS website and found publication 575 and 525 regarding income and wages. turbo tax wants to make it an IRA item; this is a return of her unused employee contributions to a qualified pension plan and has nothing to do with any type of IRA.

thanks for responding