Andy the Actuary Posted January 27, 2009 Posted January 27, 2009 I'm in the process of assuming a case, the actuarial work of which was peformed on the Datair system. I do not use nor am I familiar with Datair. I note that for a distribution in 2009, the display sheet I received specified the 2008 Applicable Mortality Table whereas I believe it should apply the 2009 Applicable Mortality Table. Any comments? Pages_from_Version2distribution.pdf The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
D Syrett Posted January 27, 2009 Posted January 27, 2009 Datair should be using the 2009 AMT. They have been alerted to this and intend to issue an update in the near future.
Andy the Actuary Posted January 27, 2009 Author Posted January 27, 2009 Datair should be using the 2009 AMT. They have been alerted to this and intend to issue an update in the near future. Thank you. I wasn't sure if there was some override switch for whatever reason or if tables had to be loaded. The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.
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