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spacey-kc
Level 1
July 13, 2020
Question

Is there a way to avg or otherwise minimize tax on spousal inherited IRA?

  • July 13, 2020
  • 2 replies
  • 32 views
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2 replies

qbteachmt
qbteachmt
Level 15
July 13, 2020

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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    sjrcpa
    sjrcpa
    Level 15
    July 13, 2020

    If they already cashed it in, No.

    The more I know the more I don’t know.
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