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January 23, 2025
Question

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

  • January 23, 2025
  • 1 reply
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I chose "I am a railroad employee" and am the plan owner.

    1 reply

    January 24, 2025

    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.