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March 10, 2020
Question

Whose name should I use on the inherited from question: My spouse or his sister?

  • March 10, 2020
  • 1 reply
  • 0 views
this is regarding 1099-R IRA withdrawals

1 reply

March 10, 2020

If your spouse inherited the IRA from his sister, then you inherited it as his Spouse, you inherited it as a Spouse.

 

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