tjlawser
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Sorry if I wasn't clear. My question was never about the penalty.It was about whether the inherited funds were taxable after my husband died.It appears they are...
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I'm looking at my notes.I think that, in my grief,the fact there would be no 10% Penalty for early withdrawal*from this inherited account, I confused with the t...
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code 4, yes the IRA/S/S box is checked
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- Posted Sorry if I wasn't clear. My question was never about the... on Retirement tax questions. May 31, 2019 9:52 PM
- Posted I'm looking at my notes. I think that, in my grief, the... on Retirement tax questions. May 31, 2019 9:52 PM
- Posted code 4, yes the IRA/S/S box is checked on Retirement tax questions. May 31, 2019 9:52 PM
- Posted I inherited accounts from husband. The brokerage firm told me distribution wasn't taxable BUT 1099-R has 2b checked "tax amount not determined." What do I do? on Retirement tax questions. May 31, 2019 9:52 PM