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Interview Notes Alan is single and 71 years old. Alan worked as a greeter at the local department store and earned wages of $6,000. Alan

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Interview Notes Alan is single and 71 years old. Alan worked as a greeter at the local department store and earned wages of $6,000. Alan also received Social Security benefits of $14,500. He received a taxable pension of $11,700. He retired from his previous job on October 30, 2019. During his career he contributed pretax dollars to a qualified 401(k) retirement plan through his employer. Alan cannot be claimed as a dependent by another taxpayer. Alan is a U.S. citizen with a valid Social Security number 10. Alan must take a required minimum distribution in 2021. True False

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