IRAs and Roth IRAs

3,120 topics in this forum

1. Re-characterization question

   By Guest Jay Dansicker, November 26, 2000
   • 1 reply
   • 1.8k views
   • 
   • Guest
   • November 27, 2000

2. How to report Roth IRA contribution?

   By Guest ncquaker, March 28, 2001
   • 1 reply
   • 1.5k views
   • 
   • BPickerCPA
   • March 29, 2001

3. past service credit

   By Felicia, March 4, 2003
   • 1 reply
   • 1.2k views
   • 
   • Appleby
   • March 4, 2003

4. Rollver from 401k to SEPIRA

   By Guest mparker2028, December 29, 2005
   • 1 reply
   • 1.3k views
   • 
   • WDIK
   • December 29, 2005

5. Year 2010 Roth IRA Contributions

   By tuni88, February 5, 2010
   • 1 reply
   • 980 views
   • 
   • Guest
   • February 9, 2010

6. withdrawal and redeposit in same year for income shifting?

   By Guest retro, June 26, 2010
   • 1 reply
   • 1.5k views
   • 
   • Ron Snyder
   • June 26, 2010

7. terminating Simple IRA

   By 52626, February 18, 2015
   • 1 reply
   • 3.1k views
   • 
   • John Feldt ERPA CPC QPA
   • February 18, 2015

8. Beef to ROTH ?

   By Guest, September 6, 1999
   • 1 reply
   • 1.4k views
   • 
   • Guest
   • September 7, 1999

9. Going over the AGI limit

   By Guest JCRBD, June 7, 2000
   • 1 reply
   • 1.4k views
   • 
   • Michael Devault
   • June 8, 2000

10. spousal ira's with catch-up

    By Beemer, January 17, 2005
    • 1 reply
    • 1.2k views
    • 
    • JAMES PATRICK
    • January 18, 2005

11. Income Limitations for Roth IRA's

    By Guest ddimitry, April 11, 2002
    • 1 reply
    • 1.5k views
    • 
    • Michael Devault
    • April 11, 2002

12. Calculation of 50% Excess Accumulation Tax on Missed RMD

    By Guest jnsjr, February 24, 2005
    • 1 reply
    • 2.1k views
    • 
    • ElGuapo
    • February 25, 2005

13. 2008 Rollover Rules

    By Guest Chaphill, April 21, 2007
    • 1 reply
    • 1.9k views
    • 
    • masteff
    • April 23, 2007

14. Employer reporting

    By Guest JG44, November 16, 2007
    • 1 reply
    • 1.3k views
    • 
    • pmacduff
    • November 16, 2007

15. No beneficiary & community property state

    By benefitsguru, July 23, 2014
    • 1 reply
    • 1.3k views
    • 
    • GMK
    • July 23, 2014

16. Recharecterizing a ROTH to a Traditional IRA

    By Guest Michael Adamitis, November 27, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • November 27, 2000

17. After Tax Rollover- Conversion To Roth Ira?

    By Guest Shelton, March 26, 2002
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 27, 2002

18. Tax Forms For Roth's

    By Guest BigAl, May 22, 2002
    • 1 reply
    • 1.2k views
    • 
    • papogi
    • May 22, 2002

19. Roth IRA Funding

    By Guest passinby, January 28, 1999
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 28, 1999

20. basic 'start-up' questions

    By Guest Lise Moore, June 16, 2000
    • 1 reply
    • 1.4k views
    • 
    • John G
    • June 17, 2000

21. QDRO and IRA distributions

    By Guest DDDlump, May 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • Appleby
    • May 22, 2002

22. Can wages earned in a correction facility be contributed to an IRA account

    By Guest amyo1234, November 11, 2004
    • 1 reply
    • 1.2k views
    • 
    • GBurns
    • November 11, 2004

23. MRD Reporting Requirement

    By DTH, December 2, 2005
    • 1 reply
    • 1.3k views
    • 
    • Appleby
    • December 2, 2005

24. QCD IRA only

    By ombskid, December 1, 2011
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • December 2, 2011

25. Married filing Jointly

    By Guest Fran1206, June 19, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • June 19, 2000

26. Was Form 8606 necessary in 2000 for a 1998 conversion?

    By Guest Lonnie_parry, April 21, 2001
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • April 22, 2001

27. Distribution

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

28. ESOP getting in the way of 401k contribution?

    By Guest tonys, June 17, 2000
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • June 19, 2000

29. Pre-Tax

    By Guest PS486, January 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • John G
    • January 10, 2001

30. loss on stock in Roth

    By Guest nchambers, December 30, 2002
    • 1 reply
    • 1k views
    • 
    • Appleby
    • December 30, 2002

31. what do i do and how much does it take to open a roth account?

    By Guest eric anderson, March 9, 2001
    • 1 reply
    • 1.7k views
    • 
    • John G
    • March 9, 2001

32. conversion to roth ira now for 2001

    By Guest ellen20, February 21, 2002
    • 1 reply
    • 1.3k views
    • 
    • John G
    • February 21, 2002

33. Are RMDs due for the year of death?

    By Alan Simpson, February 14, 2003
    • 1 reply
    • 1.9k views
    • 
    • Appleby
    • February 14, 2003

34. Can no longer contribute.

    By Guest shirley, June 6, 2003
    • 1 reply
    • 1.6k views
    • 
    • John G
    • June 9, 2003

35. How do I know which roth ira to choose.

    By Guest tenzan, September 8, 2004
    • 1 reply
    • 1.2k views
    • 
    • John G
    • September 8, 2004

36. 1099R for ROTH excess

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

37. Is a Roth IRA subject to maximum limitation of its FMV and is it subje

    By Guest FIFO_kid, June 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • June 25, 2000

38. Calculating minimum required distributions for children of deceased IRA owner

    By Guest jusducki, September 20, 2003
    • 1 reply
    • 1.6k views
    • 
    • Mary Kay Foss
    • September 20, 2003

39. ESA--funding

    By Felicia, November 11, 2004
    • 1 reply
    • 1.1k views
    • 
    • Appleby
    • November 16, 2004

40. IRA "income" for Section 8 Federally Subsidized Housing

    By Guest Jack Kapouch, June 27, 2000
    • 1 reply
    • 15.3k views
    • 
    • John Olsen
    • June 27, 2000

41. ROTH IRA distribution prior to 4 year spread/investment loss/1999 Incl

    By Guest, August 11, 2000
    • 1 reply
    • 1.3k views
    • 
    • Mary Kay Foss
    • August 15, 2000

42. ROTH IRA - Tax reporting on stocks sold at a loss in 2004

    By Guest sugarcrash, March 19, 2005
    • 1 reply
    • 1.2k views
    • 
    • John G
    • March 20, 2005

43. roth IRA distributions

    By Guest johnr, March 26, 2007
    • 1 reply
    • 1.4k views
    • 
    • Appleby
    • March 27, 2007

44. 401(k) Rollover into A Roth IRA

    By DTH, September 17, 2008
    • 1 reply
    • 1.8k views
    • 
    • ERISAnut
    • September 18, 2008

45. Roth IRA and a 401k

    By Guest hhi96, August 30, 2001
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • August 30, 2001

46. Getting Money Out of a Roth IRA

    By Guest KD, June 27, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • June 28, 2000

47. Undoing erroneous withdrawal.

    By Guest anthony devito, October 13, 2000
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • October 13, 2000

48. IRA allowable Investments

    By Guest tcunagin, January 23, 2002
    • 1 reply
    • 1.7k views
    • 
    • BPickerCPA
    • January 23, 2002

49. Roth IRA at a credit union

    By Guest zosoo7, April 8, 2003
    • 1 reply
    • 1.5k views
    • 
    • John G
    • April 10, 2003

50. Investing Roth $

    By Guest a_boyer, August 8, 2003
    • 1 reply
    • 1k views
    • 
    • John G
    • August 9, 2003