TeriH
Employee Tax Expert

Retirement tax questions

Good question!

 

I actually did this yesterday.  And I most assuredly have switched from my sons names to mine as the account holder and beneficiary.  They stated, it was unclear, but at present they were following the guidance and made the distribution.  All other conditions were satisfied.

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