You'll need to sign in or create an account to connect with an expert.
It depends on where the distribution is coming from.
A qualified plan is a retirement plan sponsored by employers for the exclusive benefit of employees. These plans follow special IRS rules and qualify for special tax treatment, such as deferring paying taxes on the contributions until retirement. If this was a qualified plan for the deceased husband than it may be considered qualified for the surviving spouse.
It depends on where the distribution is coming from.
A qualified plan is a retirement plan sponsored by employers for the exclusive benefit of employees. These plans follow special IRS rules and qualify for special tax treatment, such as deferring paying taxes on the contributions until retirement. If this was a qualified plan for the deceased husband than it may be considered qualified for the surviving spouse.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
kcla99
New Member
RayZ2
New Member
Wisegirl_13
New Member
Tmayer2
New Member
nathstaxes
Level 3
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.