I need help understanding my husbands PERS. "Tell us when this person was born."..do they mean Michael or his late wife Deanna (whom he receives the PERS from)

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I need help understanding my husbands PERS. "Tell us when this person was born."..do they mean Michael or his late wife Deanna (whom he receives the PERS from)

Is this an inherited account? What code is in box 7 on the 1099-R?

**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 need help understanding my husbands PERS. "Tell us when this person was born."..do they mean Michael or his late wife Deanna (whom he receives the PERS from)

If this is an inherited account it is asking when the person that owned the account was born.

**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.**

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I need help understanding my husbands PERS. "Tell us when this person was born."..do they mean Michael or his late wife Deanna (whom he receives the PERS from)

I need help understanding my husbands PERS. "Tell us when this person was born."..do they mean Michael or his late wife Deanna (whom he receives the PERS from)

I need help understanding my husbands PERS. "Tell us when this person was born."..do they mean Michael or his late wife Deanna (whom he receives the PERS from)

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I need help understanding my husbands PERS. "Tell us when this person was born."..do they mean Michael or his late wife Deanna (whom he receives the PERS from)

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I need help understanding my husbands PERS. "Tell us when this person was born."..do they mean Michael or his late wife Deanna (whom he receives the PERS from)

I need help understanding my husbands PERS. "Tell us when this person was born."..do they mean Michael or his late wife Deanna (whom he receives the PERS from)

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