ERISA25 Posted September 1, 2014 Share Posted September 1, 2014 The plan document requires payment to the estate when no beneficiary is named. Would that mean that the benefits are paid to the estate's EIN, taxed to the estate, and then distributed to the estate's beneficiaries? In that case, the beneficiary would not be able to rollover the benefits, correct? And, the beneficiary will be able to itemize deductions for any estate tax paid? If you have any Code citations or formal IRS guidance on this, please provide. Thanks! Link to comment Share on other sites More sharing options...
GMK Posted September 2, 2014 Share Posted September 2, 2014 I found this useful: http://www.irs.gov/pub/irs-tege/epchd603.pdfsee page 6-26. Link to comment Share on other sites More sharing options...
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