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Undoing erroneous withdrawal.


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Guest anthony devito
Posted

An error was made. Is there any way to undo the error?

Participant dies at 73 on July 1, 2000 past the RBD. Sole beneficiary is son who withdraws entire balance from the IRA on September 5, 2000. After speaking with me, it is clear to him that an error has been made. Is there any way to get the money back into deceased mother's name and do a stretch?

Posted

Once withdrawn there is no way to restore it. Rollovers are NOT permitted on inherited IRA's.

Barry Picker, CPA/PFS, CFP

New York, NY

www.BPickerCPA.com

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