IRAs and Roth IRAs

3,118 topics in this forum

1. Refunding invalid rollover

   By Borsley, November 4, 2010
   • 1 reply
   • 2.2k views
   • 
   • Appleby
   • December 15, 2010

2. Refusing to be benefitiary ?

   By John G, August 31, 1999
   • 1 reply
   • 1.5k views
   • 
   • BPickerCPA
   • August 31, 1999

3. regular brokerage account-->roth?

   By Guest carrrottt09, January 8, 2006
   • 1 reply
   • 1.7k views
   • 
   • John G
   • January 9, 2006

4. Regular contributions for 98&99, and Form 5498

   By Guest fengchen, January 2, 2000
   • 1 reply
   • 1.9k views
   • 
   • John G
   • January 2, 2000

5. Regular IRA for 2001 then recharacterize later?

   By Guest phoenixazian, February 26, 2002
   • 3 replies
   • 1.2k views
   • 
   • John G
   • February 27, 2002

6. Reimburse Fees in IRAs

   By Guest Penny40, September 24, 2002
   • 2 replies
   • 4.3k views
   • 
   • Appleby
   • September 25, 2002

7. Reimbursing IRA For Ubti Charges

   By Guest AFRICA6796, September 4, 2001
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • September 4, 2001

8. Relating to Roth Ira varying investments

   By Guest JGerman268, January 31, 2005
   • 1 reply
   • 1k views
   • 
   • John G
   • January 31, 2005

9. Relationship of child's Roth conversion to parent

   By Guest Sonny, March 25, 2000
   • 1 reply
   • 1.3k views
   • 
   • BPickerCPA
   • March 26, 2000

10. Relief for Missed RMDs Due to IRA Beneficiary Dispute

    By Plan Doc, February 23, 2024
    • 3 replies
    • 1.3k views
    • 
    • Plan Doc
    • February 23, 2024

11. Removing contribution from Roth IRA due to lack of eligibility: when a

    By Guest Alexander, July 3, 1999
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • July 10, 1999

12. Removing eviscerated Roth IRA excess contribution

    By Guest amcnaughton, April 10, 2003
    • 1 reply
    • 1.4k views
    • 
    • John G
    • April 14, 2003

13. Rental Property in IRA

    By wsp, April 12, 2006
    • 3 replies
    • 1.4k views
    • 
    • wsp
    • April 13, 2006

14. Repayment of Roth IRAs

    By Ian, May 13, 2020
    • 4 replies
    • 1.3k views
    • 
    • spiritrider
    • May 15, 2020

15. Report interest made on a Roth IRA to the IRS?

    By Guest Dawn Thomas, March 10, 2001
    • 2 replies
    • 1.5k views
    • 
    • John G
    • March 11, 2001

16. Reporting Direct rollovers (conversions) From QPs etc. to Roth IRAs in 2008

    By jevd, March 7, 2008
    • 4 replies
    • 2k views
    • 
    • Appleby
    • March 8, 2008

17. Reporting distributions that were contributions

    By Guest gzwick26, March 23, 2009
    • 30 replies
    • 5k views
    • 
    • Guest
    • April 2, 2009

18. Reporting excess ROTH earnings

    By Guest sammy2, April 8, 2004
    • 2 replies
    • 1.1k views
    • 
    • Appleby
    • April 9, 2004

19. Reporting ineligible Roth contribution, conversion

    By Guest Tom RedSox, April 14, 2001
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • April 16, 2001

20. Reporting IRA conversions

    By Guest billbill, January 11, 2002
    • 1 reply
    • 1.4k views
    • 
    • JAMES PATRICK
    • January 12, 2002

21. Reporting K-1 information for IRA

    By Guest JeanneRenfinancial, August 9, 2010
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • September 3, 2010

22. Reporting Options In IRAs

    By mathead, April 10, 2009
    • 4 replies
    • 1.5k views
    • 
    • John G
    • April 11, 2009

23. Reporting prohibited transactions in IRAs

    By Guest lync, July 8, 2010
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • August 2, 2010

24. Reporting Rollovers

    By Guest BigAl, January 16, 2003
    • 3 replies
    • 1.1k views
    • 
    • jevd
    • January 17, 2003

25. Reporting ROTH contributions to IRS

    By Guest simbarat, March 27, 2002
    • 3 replies
    • 1.4k views
    • 
    • John G
    • April 10, 2002

26. Reporting Roth Conversions/Recharacterizations

    By Guest McCarthy, January 26, 2000
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 26, 2000

27. Reporting Roth IRA contributions

    By Guest husstang, May 20, 2003
    • 3 replies
    • 2.4k views
    • 
    • Appleby
    • May 21, 2003

28. Reporting Roth IRA converstion on 8606

    By Guest Felicia77, March 31, 1999
    • 3 replies
    • 1.4k views
    • 
    • Guest
    • April 1, 1999

29. Reporting Roth IRA on 1040

    By Guest jeni, March 30, 1999
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • April 3, 1999

30. Reporting the distribution of an annuity "IN KIND"

    By jevd, February 24, 2009
    • 4 replies
    • 2.3k views
    • 
    • Appleby
    • March 14, 2009

31. Req'd Est. tax payments 99,00,01

    By Guest lbspete, February 21, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • February 21, 1999

32. Request for assistance

    By Guest jtdplan, December 17, 2002
    • 0 replies
    • 903 views
    • 
    • Guest
    • December 17, 2002

33. Required beginning date for Minimum Required Distributions under the p

    By Guest Joe Twidwell, February 12, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • February 13, 2001

34. Required distributions after death of 73-year-old IRA owner

    By Guest tsmith69, July 4, 2000
    • 3 replies
    • 1.4k views
    • 
    • BPickerCPA
    • July 6, 2000

35. Required Distributions for Beneficiaries

    By Guest robertcusick, March 30, 2000
    • 4 replies
    • 1.5k views
    • 
    • John Olsen
    • March 30, 2000

36. Required Minimum Distribution Options

    By Guest lhh61, April 22, 2006
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • April 22, 2006

37. REQUIRED MINIMUM DISTRIBUTION RULES JUST CHANGED!

    By Guest John L. Olsen, CLU, ChFC, January 16, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • January 16, 2001

38. Required Minimum Distributions

    By Guest StanJacobson, June 18, 1999
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • June 18, 1999

39. Required Minimum Distributions

    By Guest rmdquestion, February 12, 2003
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • February 12, 2003

40. Required Minimum Distributions

    By Guest Christine, April 14, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • April 15, 1999

41. Required Minimum Distributions Following Death

    By Guest Patrick Reynolds, December 11, 2000
    • 3 replies
    • 1.5k views
    • 
    • BPickerCPA
    • December 14, 2000

42. Requirement for a new Roth IRA Account every year?

    By Guest Liferescue, April 19, 2002
    • 8 replies
    • 2k views
    • 
    • Guest
    • April 19, 2002

43. residence overseas, IRAs and Roth IRAs

    By Guest jjjer, September 10, 2003
    • 7 replies
    • 3.2k views
    • 
    • Guest
    • September 22, 2005

44. Resident Alien

    By bzorc, April 6, 2010
    • 2 replies
    • 2.5k views
    • 
    • masteff
    • April 7, 2010

45. Restricted IRA is invested in annuity

    By katieinny, June 10, 2010
    • 0 replies
    • 1.7k views
    • 
    • katieinny
    • June 10, 2010

46. restricted purchase

    By Guest bob1, April 21, 2006
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • April 21, 2006

47. Restrictions on number of IRA's?

    By Guest diss25, November 19, 2003
    • 4 replies
    • 1k views
    • 
    • John G
    • November 19, 2003

48. Retention of IRA Rollovers

    By Scuba 401, August 25, 2010
    • 1 reply
    • 1.2k views
    • 
    • J Simmons
    • September 13, 2010

49. retired and looking to open a Roth Ira

    By Guest fastfreddy066, March 15, 2005
    • 1 reply
    • 1.2k views
    • 
    • John G
    • March 15, 2005

50. Retired with insufficient earned income

    By Guest walt007, January 28, 2004
    • 1 reply
    • 1k views
    • 
    • John G
    • January 30, 2004