Skip to main content
February 14, 2024
Solved

Why do I have to show withdrawal from my retirement when it is surviors fr my husband's retirement?

  • February 14, 2024
  • 2 replies
  • 0 views
husband is deceased so I get half of what he got.  it is not from my retirement
Best answer by VolvoGirl

It's still income to you and somebody needs to pay the tax on it.  It's not tax free.  Are you having withholding taken out of it?  You should ask them to take taxes out of it.  

2 replies

Employee
February 14, 2024

It’s your income even though it came from his retirement so it must be reported on your return. 

VolvoGirl
VolvoGirlAnswer
Employee
February 14, 2024

It's still income to you and somebody needs to pay the tax on it.  It's not tax free.  Are you having withholding taken out of it?  You should ask them to take taxes out of it.