IRAs and Roth IRAs

3,118 topics in this forum

1. Deceased IRA

   By Guest Penny40, September 24, 2002
   • 2 replies
   • 1.2k views
   • 
   • Appleby
   • September 25, 2002

2. Deceased IRA Owner's Beneficiary Is a Trust -- Is Transfer Taxable?

   By Übernerd, September 30, 2004
   • 4 replies
   • 2k views
   • 
   • Übernerd
   • October 4, 2004

3. Deceased named living trust as designated beneficiary of IRA...how to

   By Guest le190, March 22, 1999
   • 15 replies
   • 2.6k views
   • 
   • Bruce Steiner
   • May 24, 1999

4. Decedent (inherited) IRAs and beneficiaries

   By Guest Jeanne, August 20, 2002
   • 6 replies
   • 2.6k views
   • 
   • Guest
   • September 17, 2002

5. December 1998 full conversion with shares ex-distribution payable 1/99

   By Guest Condorcet, August 15, 1999
   • 3 replies
   • 1.4k views
   • 
   • John G
   • August 16, 1999

6. deciding whether to recharacterize my Roth IRA at tax time

   By Guest haharvey, April 5, 1999
   • 3 replies
   • 1.3k views
   • 
   • John G
   • April 6, 1999

7. Deduct Capital Loss in Roth IRA

   By Guest rallred, August 27, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • August 27, 2001

8. Deductibility Limit for SEPs

   By Guest Joe Vasko, November 29, 2001
   • 2 replies
   • 1.5k views
   • 
   • Appleby
   • December 10, 2001

9. deductible "traditional" IRA

   By Guest greggi39, December 30, 2003
   • 3 replies
   • 1.1k views
   • 
   • Appleby
   • December 30, 2003

10. Deductible Ira And 401k

    By Guest Moneypenny, February 4, 2002
    • 4 replies
    • 1.5k views
    • 
    • JAMES PATRICK
    • February 11, 2002

11. Deductible Iras

    By Guest batberf, March 30, 2003
    • 1 reply
    • 1.1k views
    • 
    • Mike Preston
    • March 30, 2003

12. Deduction for State Taxes paid for Roth Conversion?

    By Guest jc7032, July 9, 2000
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • July 11, 2000

13. deductions for college

    By Guest mbg98, July 3, 2001
    • 5 replies
    • 1.5k views
    • 
    • Mary Kay Foss
    • December 28, 2001

14. Deductions for education from a Roth IRA

    By Guest Kim Brittain, March 29, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • March 30, 1999

15. Deemed IRAs

    By Theresa Lynn, September 5, 2003
    • 13 replies
    • 4.5k views
    • 
    • Guest
    • July 29, 2004

16. Deemed IRAs in unregistered products

    By Guest Karen Givens, August 6, 2004
    • 5 replies
    • 1.9k views
    • 
    • mbozek
    • August 11, 2004

17. beneficiary default beneficiary on an IRA

    By JulesInCNY, February 25, 2021   

    • default
    • ira
    • 5 replies
    • 1.8k views
    • 
    • CNorris
    • April 30, 2021

18. deferred compensation rollover

    By Guest Darren Graff, January 19, 1999
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 4, 1999

19. Deferring income to qualify for a conversion to a Roth

    By Guest Dodd Cosgrove, March 7, 2001
    • 1 reply
    • 1.7k views
    • 
    • John G
    • March 8, 2001

20. Define "first home"

    By Guest Advncedtek, June 11, 1999
    • 2 replies
    • 1.5k views
    • 
    • John G
    • June 11, 1999

21. Delayed Excess Contribution Transfer

    By Guest royboy11, March 19, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 19, 2001

22. Deliberate Excess Contributions

    By Guest rgeary, September 19, 2000
    • 16 replies
    • 4.3k views
    • 
    • Guest
    • February 23, 2001

23. Deposit STOCK into roth IRA?

    By Guest acgood, March 21, 2007
    • 2 replies
    • 4k views
    • 
    • John G
    • March 22, 2007

24. depositing a 401(k) corrective distribution into an IRA. deductible/nondeductible.

    By Lori H, March 3, 2005
    • 4 replies
    • 1.4k views
    • 
    • Lori H
    • March 4, 2005

25. Deposits to IRA by mistake - How to correct?

    By Guest Mike Visse, June 2, 2005
    • 2 replies
    • 1.2k views
    • 
    • Locust
    • June 3, 2005

26. Designated Beneficiary for age 70 1/2 spouse beneficiary

    By Wessex, October 6, 1998
    • 1 reply
    • 2.9k views
    • 
    • Wessex
    • October 7, 1998

27. Designated IRA beneficiary is an irrevocable trust.

    By Guest RJM, April 19, 2004
    • 2 replies
    • 2.2k views
    • 
    • ElGuapo
    • April 19, 2004

28. designated roth contribution

    By Belgarath, March 14, 2011
    • 3 replies
    • 1.2k views
    • 
    • Belgarath
    • March 14, 2011

29. Detalis On Ira's

    By Guest okiechris, November 17, 2002
    • 2 replies
    • 1.5k views
    • 
    • John G
    • November 18, 2002

30. Determination of the taxable portion of a 401K rolled over to an IRA

    By Guest pete30075, February 2, 2005
    • 5 replies
    • 2.1k views
    • 
    • WDIK
    • February 2, 2005

31. Determining Income that qualifies for ROTH IRA contribution

    By Guest Larry S, December 16, 1999
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • December 17, 1999

32. Determining Stock Price for Roth IRA Conversion

    By Guest MAJT2, March 23, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • March 23, 1999

33. Determining the Fair Market Value on Annuity Contracts

    By Guest Frankie, October 16, 2002
    • 0 replies
    • 3.3k views
    • 
    • Guest
    • October 16, 2002

34. Did EGTRRA change IRA phaseouts?

    By Guest Barney Byrd, September 22, 2001
    • 1 reply
    • 1.8k views
    • 
    • BPickerCPA
    • September 23, 2001

35. Difference between Recharacterizations and Conversions

    By Guest xsun88, January 28, 2000
    • 3 replies
    • 2.9k views
    • 
    • Michael Devault
    • January 28, 2000

36. Direct Deposit

    By Guest brettsim, January 31, 2002
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • January 31, 2002

37. Direct rollover from qualified plan to traditional IRA

    By Guest Eddie Elizondo, December 21, 2000
    • 1 reply
    • 1.5k views
    • 
    • Mary Kay Foss
    • December 22, 2000

38. Direct Rollover to ROTH IRA

    By Guest Golden Girl, April 29, 2009
    • 8 replies
    • 3.4k views
    • 
    • Guest
    • August 23, 2010

39. Direct Transfer from Qualified Plan to IRA in Error

    By Guest andyr, June 23, 2005
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • June 25, 2005

40. Disability

    By Guest taxsolutions, March 8, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 8, 1999

41. Disclaimers and RMD distributions

    By Guest Denise Murphy, September 14, 1999
    • 3 replies
    • 1.6k views
    • 
    • Guest
    • September 22, 1999

42. Disclaimers w/ Trusts

    By Guest reg jones, July 19, 2003
    • 1 reply
    • 1.1k views
    • 
    • mbozek
    • July 23, 2003

43. Disclaiming an inherited IRA

    By bzorc, October 24, 2011
    • 2 replies
    • 1.6k views
    • 
    • masteff
    • October 24, 2011

44. Disclosure re: botched IRA transfer

    By Christine Roberts, October 7, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • October 7, 2001

45. disposition of ira on owner's death

    By Guest marvin745, February 8, 1999
    • 1 reply
    • 2k views
    • 
    • BPickerCPA
    • February 10, 1999

46. Dissolution of Roth

    By Randy Watson, December 8, 2008
    • 1 reply
    • 1.5k views
    • 
    • J Simmons
    • December 11, 2008

47. Distinction between Trustee and Custodian

    By BonoConsilio, January 6, 2010
    • 0 replies
    • 4.2k views
    • 
    • BonoConsilio
    • January 6, 2010

48. Distrabution and Contrabution Question

    By Guest dst, October 10, 2005
    • 1 reply
    • 1.4k views
    • 
    • jevd
    • October 10, 2005

49. Distribution

    By Guest Giraf37, November 12, 2006
    • 1 reply
    • 1.4k views
    • 
    • jevd
    • November 13, 2006

50. Distribution and conversion reported in different tax years.

    By Guest td, August 13, 1999
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • August 13, 1999