spacey-kc
Level 1
07-13-2020
11:12 AM
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qbteachmt
Level 15
07-13-2020
12:27 PM
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Sort of. It depends on the Year the account was inherited, the age of the beneficiary, if there is basis in the account, and a few other factors. Start with the IRS info:
https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-beneficiary
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Don't yell at us; we're volunteers
sjrcpa
Level 15
07-13-2020
01:09 PM
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If they already cashed it in, No.
The more I know the more I don’t know.