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Level 1
December 6, 2019
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Spouses divorce. Husband dies 3 months later with IRA listing ex-wife as beneficiary. Can ex roll over the IRA to hers without tax implications?

  • December 6, 2019
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Husband and wife divorce in June.  Neither remarry. Both have IRA's naming each other as beneficiaries.  Husband dies in October.  Can wife roll over her ex-husband's IRA to her IRA with out tax consequences or is it considered an inherited IRA?

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Best answer by Accountant-Man

As a non spouse, she gets an inherited IRA like you or I would if we had gotten it.

1 reply

Accountant-Man
Level 13
December 6, 2019

As a non spouse, she gets an inherited IRA like you or I would if we had gotten it.

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