You'll need to sign in or create an account to connect with an expert.
An IRA is not considered a survivor benefit.
If this is an inherited IRA with a distribution code of 4 in box 7, this is not a survivor benefits.
That is when one spouse was getting monthly payments from a pension and then after they pass away the surving spouse gets a monthly check (generally for a smaller amount).
An IRA is not considered a survivor benefit.
If this is an inherited IRA with a distribution code of 4 in box 7, this is not a survivor benefits.
That is when one spouse was getting monthly payments from a pension and then after they pass away the surving spouse gets a monthly check (generally for a smaller amount).
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
mikenytx
New Member
MKS24
New Member
louishstrydom
New Member
CTS39
New Member
nruhland
New Member