My wife passed away in 2018 and I inherited her annuity in May 2018. I was born in 1938. Can I take a total distribution and use the 10 year income averaging?

l-c-cordell · ‎June 5, 2019

My wife purchased an annuity with her retirement money. She passed in March 2018. I inherited her annuity in May 2018. I was born in 1938. She was born in 1948. She was 69 when she passed. Can I take a total distribution and use the 10 year averaging method?

dmertz · ‎June 5, 2019

No, the 10-year tax option is not available to you because your wife was not born before January 2, 1936.

View solution in original post

My wife passed away in 2018 and I inherited her annuity in May 2018. I was born in 1938. Can I take a total distribution and use the 10 year income averaging?

Retirement tax questions