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Retirement tax questions
Thank you so much for your reply. Made me look more closely at the 1099-R I received. The recipient is listed as PTC CUST IRA FBO (Private Trust Company Custodian for the Benefit of) and then my name. Box 7 has code 7. I have my own IRA but did not roll my husband's IRA into that one and have kept them separate. I believe his IRA just retitled it in my name and I assume this is now considered my own IRA and not an inherited one.
I appreciate your response. Has cleared this up.
Thanks
March 17, 2025
4:11 PM