https://ttlc.intuit.com/community/taxes/discussion/death-benefit/01/2898731#M1057892 <P>My daughter in law received a lump sum payment in the form of a check from the U.S. Civil Service Retirement and Disability Fund for either any unused contributions made to the fund or any accrued annuity payable at the time of her grandmother's death. The title of the form is Final Statement of Lump Sum Death Benefit Payment.</P><P>Is it possible (legal) to roll this into her existing retirement account in order to defer the tax liability? Thank you.</P> Mon, 23 Feb 2026 12:01:13 GMT ctopkis 2026-02-23T12:01:13Z https://ttlc.intuit.com/community/taxes/discussion/death-benefit/01/2898731#M1057892 <P>My daughter in law received a lump sum payment in the form of a check from the U.S. Civil Service Retirement and Disability Fund for either any unused contributions made to the fund or any accrued annuity payable at the time of her grandmother's death. The title of the form is Final Statement of Lump Sum Death Benefit Payment.</P><P>Is it possible (legal) to roll this into her existing retirement account in order to defer the tax liability? Thank you.</P> Mon, 23 Feb 2026 12:01:13 GMT https://ttlc.intuit.com/community/taxes/discussion/death-benefit/01/2898731#M1057892 ctopkis 2026-02-23T12:01:13Z https://ttlc.intuit.com/community/taxes/discussion/re-death-benefit/01/2898983#M1057996 <P><SPAN style="font-size:14px;">No, this would not qualify for an eligible rollover to your daughter's existing retirement account.</SPAN></P> Mon, 20 Feb 2023 23:59:24 GMT https://ttlc.intuit.com/community/taxes/discussion/re-death-benefit/01/2898983#M1057996 LindaS5247 2023-02-20T23:59:24Z