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September 28, 2022
Question

Any change in tax law for IRA inheritance rules for 2022?

  • September 28, 2022
  • 2 replies
  • 0 views

Hi,

Any change in tax law for spousal traditional IRA inheritance rules for 2022

when spouses are residents of a community property state?

Is spousal IRA inheritance still considered as part of the beneficiary spouse's total inheritance

limit?

Thanks

    2 replies

    September 28, 2022

    Hi @loufurut!  IRA inheritance rules were not changed as part of the tax law changes recently passed.  

    loufurutAuthor
    September 28, 2022

    Thanks,

    what tax laws have been passed recently or for 2022 then?