Talk of The Villages Florida - View Single Post - Inheriting non-spousal annunity
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Old 08-20-2021, 09:59 AM
gpk111 gpk111 is offline
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Retired guy: Transferring an annuity is done with a 1035 exchange. That exchange will carry the basis from the prior account. It's up to the owner to make sure that happened correctly. According to OP, the basis was identified, so no problem!?