IRAs - Traditional
IRA - Distribution To Surviving Spouse
As the surviving spouse who receives a lump-sum IRA distribution upon your spouse's death, you may avoid the tax on this distribution if you made a tax-free rollover into your own IRA account. Beneficiaries other than the surviving spouse may not use the tax-free rollover option.
Note If you need professional help with "IRAs - Traditional" or have other tax questions, we can help you find a local licensed CPA for a free, no-obligation consultation.