- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
A beneficiary is not subject to the early withdrawal penalty.
You won't have to pay the penalty on amounts withdrawn if you inherit from a non-spouse, even if the IRA owner was under age 59 1/2. You must, however, include any IRA withdrawals in your adjusted gross income (AGI).
‎February 28, 2022
6:45 AM