KrisD15
Expert Alumni

Retirement tax questions

If you inherited the IRA from your spouse and elected to treat it as your own, it is no longer considered an Inherited account.

 

Please enter that IRA as your own going forward. 

 

 

"Spouses have more flexibility in how to handle an inherited IRA. For one, they can roll over the IRA, or a part of the IRA, into their own existing individual retirement accounts"

 

Inherited IRA by spouse

 

 

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