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Retirement tax questions
It's not clear what you mean by a "death benefit." If it's just a cash inheritance from the deceased person's ordinary assets, it's not taxable. You don't even report it on your tax return. If it's from an IRA, pension, or other tax-sheltered plan, or from a trust, provide more details, including your relationship to the deceased.
‎November 1, 2022
10:47 AM