Beneficiary, IRS & Taxes

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vehicross100 Contributor

Member since 07 November 2022

vehicross100Contributor07 December 2023 16:33:17

137

My wife is the beneficiary of my retirement funds.

(NOT talking about SS, but CALPERS)

She currently has a ITIN just for tax purposes, but assume she will lose her eligibility for this once I pass.

Question is this, Her being a non US citizen and never having lived there, will she be required to file a tax return with IRS from here and pay taxes on the monthly benefit funds or can she go exempt and receive 100% of the monthly beneficiary amount ?

Seems there should be a easy answer to this but for the life of me I can’t seem to figure it out. I know there are a lot of educated intelligent people here, so maybe someone has some input, advise or guidance to share with me...

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