How are mutual fund beneficiaries taxed?
September 11, 2009 by admin
Filed under Questions and Answers
michaelblog asked:
I am the beneficiary of my father’s mutual fund or IRA. When the money is distributed to me, does the IRS see that as income or as inheritance? How it is taxed?
Content for WordPress
I am the beneficiary of my father’s mutual fund or IRA. When the money is distributed to me, does the IRS see that as income or as inheritance? How it is taxed?
Content for WordPress