Answered: 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?

woody355 · ‎12-06-2019

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?

Accountant-Man · ‎12-06-2019

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

** I'm still a champion... of the world! Even without The Lounge.

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Accountant-Man · ‎12-06-2019

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

** I'm still a champion... of the world! Even without The Lounge.

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?

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