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kdllpage
New Member

Former railroad employee. TT asking for birth date of "original" plan owner (me) who is dead. Fix?

I chose "I am a railroad employee" and am the plan owner.
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MarilynG1
Employee Tax Expert

Former railroad employee. TT asking for birth date of "original" plan owner (me) who is dead. Fix?

Check your entries in the Personal Info section in your Federal return to be sure you didn't accidently indicate you are deceased, or gave a wrong birthdate. 

 

You could also step through the interview in your Federal return where you entered your RRD-1099 to be sure your entries are correct there as well.

 

Here's more info on How to Enter Form RRB-1099.

 

 

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