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Retirement tax questions
If coming from a trust of a deceased then it would be an inheritance and not a gift. If from a tax deferred account then it may or may not be taxable. Have you received a form reporting the money such as a 1099-R or a K-1?
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 4, 2019
9:47 PM