Mark_Preib
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Thank You very much!!
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This is how the actual Military lists the HEART act benefits: Below is exact military language.The HEART Act permits Surviving Spouses who receive death gratuit...
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My wife had no previous Roth IRA. I did (several via my company), but she did not. This IRA was in her name (mistake on her part, maybe).
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B.T.W. a T is marked in the box 7.
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The Roth IRA was created with the $100,000 death gratuity just after received. The Roth did not exist before that, so there is no mixing of funds in this IRA. T...
Activity Feed for Mark_Preib
- Posted Re: Tax implecations of a withdrawal from a Roth IRA created in 2019 using funds from Military death gratuity on Retirement tax questions. April 27, 2020 4:44 AM
- Cheered Re: Tax implecations of a withdrawal from a Roth IRA created in 2019 using funds from Military death gratuity for dmertz. April 27, 2020 4:41 AM
- Posted Re: Tax implecations of a withdrawal from a Roth IRA created in 2019 using funds from Military death gratuity on Retirement tax questions. April 26, 2020 12:34 AM
- Posted Re: Tax implecations of a withdrawal from a Roth IRA created in 2019 using funds from Military death gratuity on Retirement tax questions. April 26, 2020 12:23 AM
- Posted Re: Tax implecations of a withdrawal from a Roth IRA created in 2019 using funds from Military death gratuity on Retirement tax questions. April 25, 2020 5:23 AM
- Posted Re: Tax implecations of a withdrawal from a Roth IRA created in 2019 using funds from Military death gratuity on Retirement tax questions. April 25, 2020 5:20 AM
- Posted Tax implecations of a withdrawal from a Roth IRA created in 2019 using funds from Military death gratuity on Retirement tax questions. March 30, 2020 6:18 PM