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July 11, 2021
Question

Will transferring money or securities from an inherited Roth IRA to a non-IRA account increase my adjusted gross income and trigger additional tax for me?

  • July 11, 2021
  • 1 reply
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1 reply

Critter-3
July 11, 2021

You cannot "transfer" from the ROTH to a non Roth account ... what you do is take a distribution.  Only the taxable portion of the distribution will increase your AGI.