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SPOUSAL INHERITED IRA REDESIGNATION FORM Complete this Spousal Inherited IRA Redesignation Form to elect to treat an inherited IRA as your own IRA if you are the sole designated spouse beneficiary

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What is spousal inherited ira?

A spousal inherited IRA is an Individual Retirement Account (IRA) that a surviving spouse can inherit from their deceased partner, allowing them to treat it as their own IRA or as an inherited account.

Who is required to file spousal inherited ira?

The surviving spouse who is the beneficiary of the inherited IRA is required to file for the spousal inherited IRA.

How to fill out spousal inherited ira?

To fill out a spousal inherited IRA, the surviving spouse usually needs to complete a beneficiary form provided by the financial institution holding the IRA, and may need to provide a death certificate and proof of identity.

What is the purpose of spousal inherited ira?

The purpose of a spousal inherited IRA is to allow the surviving spouse to continue tax-advantaged retirement savings, potentially defer taxes, and keep the retirement funds growing until they are needed.

What information must be reported on spousal inherited ira?

The information that must be reported on a spousal inherited IRA includes the beneficiary's name, the decedent's name, the account balance at the date of death, and any distributions taken.

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