FangxiaL
Expert Alumni

Retirement tax questions

You should check non of the above. Be aware that you can only exclude your share of the $20,000 if you have other beneficiaries sharing the pension of your deceased father. For example, if your share is 50%, you can only exclude $10,000.

 

@BKMMC5

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"