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see this: https://www.investopedia.com/roth-ira-beneficiary-rules-4770500 Best regards, Michael Strelka, CPA 224-202-1554
Hi Beatrice The notice should have the balance due and due dates. Your client or you can (if you have a POA on file or prepared the return) call the IRS to get more information..Request an account transcript that will show what changes were made to ...
A client inherited a Roth IRA from his dad … dad had it more than 5 years . 1. Can beneficiary take a lump sum distribution tax free ? 2. Can he put into a Beneficiary Roth IRA , and take distributions tax free but must take out within 10 years? . ...
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