Skip to main content
April 11, 2023
Question

How to list IRA on tax form when husband died and I inherited it but had it put in my name?

  • April 11, 2023
  • 1 reply
  • 0 views
Is it still considered an inherited IRA?

1 reply

Employee
April 11, 2023

Surviving spouses can roll over inherited IRA funds into their IRAs. If required minimum distributions must be taken from the inherited IRA, widows and widowers can calculate them based on their life expectancies.