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Death of spouse transfer of IRA

My husband passed away on August 1, 2021. If I am keeping the same company for my husband's IRA do I need to have taxes taken out? If I transfer/roll over it to another company should I have taxes taken out? Thank you. 

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1 Reply
RobertB4444
Expert Alumni

Death of spouse transfer of IRA

You only need to have taxes taken out of any amount that you withdraw for personal use.  If you roll it over to another IRA it isn't the same as withdrawing it.  

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