MarilynG1
Expert Alumni

Retirement tax questions

As @ColleenD3 stated:

 

"Code 4 is not a trustee to trustee transfer. It merely indicates death. Since you did not inherit from a spouse, it doesn't qualify for rollover."

 

Since you had control of the funds (a check) it was not a trustee-to-trustee transfer that would qualify for a rollover.

 

Click this link for more info on Inherited IRA

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