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April 17, 2020
Question

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)

  • April 17, 2020
  • 2 replies
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2 replies

macuser_22
Employee
April 17, 2020

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.**
macuser_22
Employee
April 17, 2020

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.**