SharonD007
Expert Alumni

Retirement tax questions

Some retirement distributions that are inherited are taxable to the beneficiary to the IRS.  It depends on whether the original owner made non-deductible contributions.

 

Refer to the TurboTax article Is an inherited IRA or retirement plan taxable? for more information.

 

According to the TRSL website TRSL Tax Information, retirement benefits aren't taxable to the state of LA. TurboTax will handle your retirement distributions.

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