HelenC12
Expert Alumni

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@RafiH is correct. There is no death benefit exclusion. 

 

Per IRS: Death benefit exclusion: If you were the beneficiary of a deceased employee (or former employee) who died before August 21, 1996, you may have qualified for a death benefit exclusion of up to $5,000.

  • The beneficiary of a deceased employee who died after August 20, 1996, won't qualify for the death benefit exclusion.
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