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New Member
posted Jul 11, 2021 1:05:40 PM

Will transferring money or securities from an inherited Roth IRA to a non-IRA account increase my adjusted gross income and trigger additional tax for me?

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1 Replies
Level 15
Jul 11, 2021 3:26:39 PM

You cannot "transfer" from the ROTH to a non Roth account ... what you do is take a distribution.  Only the taxable portion of the distribution will increase your AGI.