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Retirement tax questions
You also need to find out some things. Is it a Roth IRA or a Traditional IRA? If it was a Traditional IRA, does it have an "basis"? That means that part of it was non-deductible by the original owner (the original owner would have filed Form 8606 with his tax return). You may want to contact the executor of the Estate for answers to those questions.
May 31, 2019
5:43 PM