IRAs and Roth IRAs

3,118 topics in this forum

1. Eligibility to contribute to Roth IRA with or without 4 year 25% con

   By Guest jhellyar, March 18, 2001
   • 1 reply
   • 1.5k views
   • 
   • BPickerCPA
   • March 18, 2001

2. ? Re Roth IRA Eligibility and Disbility Income

   By Guest twokatmew, October 25, 2005
   • 2 replies
   • 1.6k views
   • 
   • Guest
   • October 27, 2005

3. "Borrowing" from a Roth IRA

   By Guest Sandra Biermann, April 28, 1999
   • 1 reply
   • 1.8k views
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   • John Olsen
   • April 28, 1999

4. "Commingling" plan's retirement and death benefits in a sing

   By KJohnson, December 20, 1999
   • 0 replies
   • 1.5k views
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   • KJohnson
   • December 20, 1999

5. "Daily Valuation" Defined?

   By Guest Patrick Foley, June 2, 2003
   • 1 reply
   • 2.2k views
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   • Mary Kay Foss
   • June 3, 2003

6. "First House" Roth withdrawal

   By Guest collegegirl, July 31, 2006
   • 1 reply
   • 1.6k views
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   • jevd
   • August 1, 2006

7. "Helping" to contribute to your parents Roth.

   By Guest sylvee, April 13, 2005
   • 8 replies
   • 1.9k views
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   • John G
   • May 2, 2005

8. "Older" spousal beneficiary IRA options.

   By Guest dory, April 16, 2003
   • 1 reply
   • 1.2k views
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   • BPickerCPA
   • April 16, 2003

9. "Retroactive" sale of IRA assets?

   By Guest krijowri, January 12, 2012
   • 3 replies
   • 4.9k views
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   • John G
   • January 22, 2012

10. (Another) IRA Conversion Tax Question

    By Guest Wade Jackson, September 15, 2000
    • 1 reply
    • 1.7k views
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    • BPickerCPA
    • September 15, 2000

11. §408(d)(6)/§71(b)(2)(A) Issue

    By chris, May 13, 2008
    • 5 replies
    • 2.7k views
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    • chris
    • May 14, 2008

12. >>Can a "corporation" serve as the custodian of a mino

    By Guest true-1, November 9, 2000
    • 2 replies
    • 1.7k views
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    • John G
    • November 9, 2000

13. $100,000 Adjusted Gross Income Restriction Applies to Roth 401(k) to Roth IRA Rollovers in 2008 and 2009

    By Appleby, July 20, 2007
    • 11 replies
    • 4.4k views
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    • Guest
    • July 24, 2008

14. $100,000 MAGI limit for Roth comversion however with passive activity

    By Guest ndcooktn, August 15, 2000
    • 3 replies
    • 2k views
    • 
    • BPickerCPA
    • August 16, 2000

15. $100,000 Maximum AGI for Roth

    By Guest rschramm, April 8, 1999
    • 2 replies
    • 1.5k views
    • 
    • John G
    • April 8, 1999

16. $100,000 modified AGI limitation

    By Guest batberf, November 28, 2001
    • 2 replies
    • 1.7k views
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    • Appleby
    • November 28, 2001

17. $5,000 Rollover from a Traditional IRA to a Roth IRA put me over the $100,000 MAGI Limitation.

    By Guest norman, February 8, 2005
    • 2 replies
    • 1.6k views
    • 
    • John G
    • February 10, 2005

18. 10% additional tax on non qualified distributions from a Roth IRA

    By Guest Wallace G, May 16, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • May 17, 2001

19. 10% distribution penalty on conversion Roth

    By Guest Ross McKinney, December 5, 2002
    • 6 replies
    • 1.4k views
    • 
    • Appleby
    • January 2, 2003

20. 10% Early withdrawl penalty

    By Guest P Taft, April 11, 2001
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 11, 2001

21. 10% limit

    By Guest JM123, December 11, 2009
    • 7 replies
    • 1.9k views
    • 
    • Guest
    • December 11, 2009

22. 10% penalty - Age over 59 1/2

    By Guest RBWarinner, December 8, 1998
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • December 9, 1998

23. 10% penalty applicable for Roth conversions?

    By Guest jusducki, March 31, 2004
    • 1 reply
    • 1.3k views
    • 
    • Lame Duck
    • March 31, 2004

24. 10% penalty for interrupting 72t payments

    By Guest bmurphy, September 1, 2004
    • 3 replies
    • 3.3k views
    • 
    • John G
    • September 13, 2004

25. 10% penalty on IRA distributions

    By kocak, January 15, 1999
    • 6 replies
    • 2.4k views
    • 
    • Guest
    • January 31, 1999

26. 1040 Reporting on Roth contribution made in error

    By bzorc, April 10, 2000
    • 0 replies
    • 1.3k views
    • 
    • bzorc
    • April 10, 2000

27. 1099-R in name and TIN of deceased instead of beneficiary

    By jane123, February 22, 2005
    • 5 replies
    • 5.6k views
    • 
    • jane123
    • February 22, 2005

28. 1099-R Reporting

    By Guest AFRICA6796, October 18, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 18, 2001

29. 1099-R Reporting of Prohibited Transaction

    By lalaland, December 22, 2014
    • 0 replies
    • 1.7k views
    • 
    • lalaland
    • December 22, 2014

30. 1099R ( help in filing )

    By Guest bobkat, March 10, 2002
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • March 25, 2002

31. 1099R Code for distribution from an Inherited IRA

    By KdGal, May 12, 2020   

    • inherited ira
    • 1099r
    • 3 replies
    • 1k views
    • 
    • Bird
    • May 13, 2020

32. 1099R for ROTH excess

    By Guest redfox, June 22, 2006
    • 1 reply
    • 1.3k views
    • 
    • WDIK
    • June 22, 2006

33. 1099R Question

    By Guest JimiB, January 30, 2001
    • 2 replies
    • 1.7k views
    • 
    • John G
    • February 1, 2001

34. 1099R to individual beneficiary rather than trust

    By BonoConsilio, October 27
    • 0 replies
    • 191 views
    • 
    • BonoConsilio
    • October 27

35. 15% Foreign Tax (Canada) on Roth dividends

    By Guest ark-win, July 9, 2004
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • July 9, 2004

36. 16 going on 17: roth IRA?

    By Guest JimmyC, July 7, 2008
    • 10 replies
    • 3.1k views
    • 
    • Guest
    • August 8, 2008

37. 17 Year Old With Question

    By Guest brettsim, January 24, 2002
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • January 24, 2002

38. 18-year old starting (Roth) IRA?

    By Guest Freestyla, April 27, 2008
    • 14 replies
    • 33.5k views
    • 
    • Run4life
    • July 26, 2020

39. 1998 IRA Recharacterization to Roth Ira

    By Guest bobmckay, April 4, 2000
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 4, 2000

40. 1998 Recharacterization Question/problem

    By Guest Lee D, August 6, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 6, 1999

41. 1998 Roth IRA contributions for non-working or low income spouse

    By Guest JAB, February 12, 1999
    • 1 reply
    • 1.7k views
    • 
    • Kathy
    • February 12, 1999

42. 1998 Sep contributions can't Roth

    By Guest Awramik, January 9, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 9, 1999

43. 1998 tax year original Roth conversion to Traditional IRA

    By Guest TerryS, April 3, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 6, 2006

44. 1999 Conribution made in February--what if year-end AGI exceeds limits

    By Guest Hampton, February 11, 1999
    • 3 replies
    • 1.4k views
    • 
    • Kathy
    • February 13, 1999

45. 1999 Conversion to Roth IRA and contribution to 1999 Reg. Roth IRA

    By Guest Loxielady, April 6, 2000
    • 20 replies
    • 2.9k views
    • 
    • BPickerCPA
    • April 14, 2000

46. 1999 Recharacterization of 1998 IRA Conversion

    By Guest robkol, March 9, 2000
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 9, 2000

47. 1999 Recharacterization of 1998 Roth conversion--How to file?

    By Guest SQuinn, March 15, 2000
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • March 16, 2000

48. 1999 Roth Contributions

    By Guest jplang, December 9, 1998
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • December 10, 1998

49. 1st time home buyers

    By Guest thatgirl, October 3, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • October 3, 2001

50. 2 or more Roth IRA's - contribution limits

    By Guest money4myhoney, October 26, 2005
    • 2 replies
    • 1.5k views
    • 
    • John G
    • October 27, 2005