topic Do I say Y or N? 1099-R. Taxable amt not determined box is checked. TurboTax asks: "I am under retirement age for this plan.Y-N?" Now 86, retired at 62. Do I say Y or N? in Retirement tax questions

Do I say Y or N? 1099-R. Taxable amt not determined box is checked. TurboTax asks: "I am under retirement age for this plan.Y-N?" Now 86, retired at 62. Do I say Y or N?

Hijean2010 — Sun, 14 Mar 2021 06:37:23 GMT

Age on Date the Annuity started = 62. The next question is: I am under retirement age for this plan. Retiree was at normal retirement age when it started. So, I THINK the answer is No. Thanks for your help. Is it Yes or No?

Re: Do I say Y or N? 1099-R. Taxable amt not determined box is checked. TurboTax asks: "I am under retirement age for this plan.Y-N?" Now 86, retired at 62. Do I say Y or N?

dmertz — Sun, 14 Mar 2021 12:16:34 GMT

At age 86, the answer is No. You are not under the normal retirement age for the plan.

Re: Do I say Y or N? 1099-R. Taxable amt not determined box is checked. TurboTax asks: "I am under retirement age for this plan.Y-N?" Now 86, retired at 62. Do I say Y or N?

Hijean2010 — Mon, 15 Mar 2021 05:02:51 GMT

Thank you @dmertz. I appreciate your help.