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?
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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?
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?
posted
June 5, 201911:43 PM
last updated
June 05, 201911:43 PM
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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?
No, the 10-year tax option is not available to you because your wife was not born before January 2, 1936.
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?
No, the 10-year tax option is not available to you because your wife was not born before January 2, 1936.
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