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New Member
posted Jun 4, 2019 11:03:11 PM

My husband passed away and I inherited his IRA and changed it into my name. Do I have to file anything, like form 8606. It was a transfer of funds from one IRS to another.

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New Member
Jun 4, 2019 11:03:16 PM

No.  Since RMDs hadn't begun and there were no nondeductible IRA contributions (i.e. no previous form 8606), there is nothing to report.  Spouses can inherit IRAs from each other as if the the living spouse owned it all along.  You will not need to take distributions until you turn 70.5, unless you choose to.

3 Replies
New Member
Jun 4, 2019 11:03:13 PM

Two questionsL  1) Do you know if your husband had been taking Required Minimum Distributions from the account (i.e. was he over 70.5 years old?)  2) Were there nondeductible contributions in his IRA?  I ask b/c you mention form 8606...perhaps an old tax return had one?

New Member
Jun 4, 2019 11:03:14 PM

Husband was 66 yrs old-didn't take distributions.  Never have filed an 8606 before.  Inf from bank suggested I might need to file one.

New Member
Jun 4, 2019 11:03:16 PM

No.  Since RMDs hadn't begun and there were no nondeductible IRA contributions (i.e. no previous form 8606), there is nothing to report.  Spouses can inherit IRAs from each other as if the the living spouse owned it all along.  You will not need to take distributions until you turn 70.5, unless you choose to.