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Question

my husband son died and my husband got his sons 401 . is there inheritance taxes in new jersey and federal or do you pay regular taxes?

Submitted: 15 days and 11 hours ago.
Category: Tax
Value: $30
Status: CLOSED
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Optional Information

State/Country relating to question: New Jersey

Accepted Answer

Hello stil,

 

There is no inheritance tax at the federal level. Instead, the IRS imposes estate taxes, but those only apply to estates which exceed a certain value. In 2009 the minimum estate value must be $3.5 million before the estate is subject to federal estate tax.

 

The state of NJ does impose an inheritance tax, but only to certain classes of beneficiaries. In the case of assets passing from a child to a parent, the NJ inheritance tax does not apply.

 

Since this money is part of a 401k plan which is tax deferred, then regular income taxes will be due when the money is withdrawn. But there is no separate inheritance tax due on this money.

 

If this was helpful please press the Accept button. Positive feedback is also appreciated.

 

Thank you stil

 

 

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Expert: Merlo
Pos. Feedback: 99.8 %
Accepts: 
Answered: 11/5/2009

Accountant

25+ years tax consulting. Specializing in returns for US citizens living abroad

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