IRAs and Roth IRAs

3,120 topics in this forum

1. Deductions for education from a Roth IRA

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

2. Another question about taxes due on Roth conversion

   By Guest bobg, April 6, 1999
   • 1 reply
   • 1.3k views
   • 
   • Kathy
   • April 6, 1999

3. Early Roth Withdrawal part 2

   By Guest Earl Baker, July 13, 2001
   • 1 reply
   • 1.3k views
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   • BPickerCPA
   • July 13, 2001

4. 1040 Reporting on Roth contribution made in error

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

5. IRA Losses — Can You Deduct Them or Not?

   By Appleby, November 23, 2001
   • 0 replies
   • 1.3k views
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   • Appleby
   • November 23, 2001

6. Can a non-spouse beneficiary re-direct the investment option(s) of the

   By Guest Kerry Holahan, April 12, 1999
   • 4 replies
   • 1.3k views
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   • BPickerCPA
   • April 18, 1999

7. Foreign Certification

   By Guest P A Weick, June 10, 1999
   • 0 replies
   • 1.3k views
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   • Guest
   • June 10, 1999

8. Roth IRA

   By Guest gonug, January 12, 2003
   • 2 replies
   • 1.3k views
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   • Don Levit
   • January 13, 2003

9. Unregistered IRA fund and custodian

   By Guest jblarson2002, February 11, 2004
   • 6 replies
   • 1.3k views
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   • Guest
   • February 18, 2004

10. IRA for mom and dad. Withdrawl question....

    By Guest downeyjo, August 21, 2005
    • 4 replies
    • 1.3k views
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    • John G
    • August 23, 2005

11. new rules for 2005. conversion trad to roth ira

    By Guest nmchigger, June 14, 2005
    • 1 reply
    • 1.3k views
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    • Appleby
    • July 21, 2005

12. Rollover from 401 to Roth

    By Guest, February 16, 2000
    • 1 reply
    • 1.3k views
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    • Michael Devault
    • February 16, 2000

13. question of tax advantage

    By Guest dmoore80, January 27, 2002
    • 1 reply
    • 1.3k views
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    • John G
    • January 29, 2002

14. Just gettin started

    By Guest Crysscl10, December 22, 2001
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • December 22, 2001

15. Need help with Roth IRA's

    By Guest JarG0n, May 20, 2002
    • 2 replies
    • 1.3k views
    • 
    • John G
    • May 21, 2002

16. Incorrectly withheld tax when converting to a Roth

    By Guest Steve Benjamin, March 23, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 23, 1999

17. Increasing the Rollover AGI Limit?

    By Guest richa65, March 20, 1999
    • 1 reply
    • 1.3k views
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    • Guest
    • March 30, 1999

18. Roth IRA trustees?

    By Guest Diana D, July 12, 2002
    • 2 replies
    • 1.3k views
    • 
    • papogi
    • July 12, 2002

19. Simple IRA and Traditional IRA Contribution

    By Guest szaidman, September 13, 2001
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • September 13, 2001

20. Withdrawal of Roth Contributions

    By Guest jsexton9, June 15, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • June 15, 1999

21. Any consequences for beneficiary who takes a partial distribution from

    By Guest L Siebert CPA, July 13, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • July 14, 2000

22. ROTH IRA for expat

    By Guest gilaud, September 18, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 18, 1999

23. Roth IRA eligibility & U.S. citizens abroad

    By Guest williamsteih, August 17, 2000
    • 1 reply
    • 1.3k views
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    • IRC401
    • August 20, 2000

24. Roth Ira conversion recharacterization still possible?

    By Guest BrianR, January 29, 2002
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 29, 2002

25. Out of $ to pay tax installment due because of 98 conversion.

    By Guest tabrams, February 24, 2000
    • 2 replies
    • 1.3k views
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    • John G
    • February 24, 2000

26. Roth IRA Answer Book

    By Gary Lesser, December 23, 1998
    • 0 replies
    • 1.3k views
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    • Gary Lesser
    • December 23, 1998

27. PPA Language Mandated Yet?

    By Guest IraSue, November 14, 2007
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • November 14, 2007

28. Roth deduction for Home Purchase question

    By Guest bobg, August 10, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • August 24, 1999

29. were to find info on a Roth IRA started two years ago

    By Guest jaubo, July 6, 2004
    • 1 reply
    • 1.3k views
    • 
    • John G
    • July 6, 2004

30. Have I Found a Tax Loop Hole?

    By Guest IraSue, February 28, 2007
    • 2 replies
    • 1.3k views
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    • Guest
    • February 28, 2007

31. IRA, ROTH IRA, 401.....whew lot to swallow

    By Guest SprinklerGuy, July 24, 2002
    • 7 replies
    • 1.3k views
    • 
    • John G
    • July 25, 2002

32. Roth Contributions for married filing joint

    By Guest djclark, December 28, 2000
    • 1 reply
    • 1.3k views
    • 
    • Michael Devault
    • December 28, 2000

33. What are investment options within a ROTH IRA? Any benefits of using

    By Guest Invester turned 50, May 27, 2001
    • 1 reply
    • 1.3k views
    • 
    • John G
    • May 28, 2001

34. Income Reporting Dilema Regarding Roth IRA

    By Guest rgeary, April 14, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 14, 2001

35. Employer contributions to employee's Roth IRA

    By cpa2000, April 4, 2014
    • 1 reply
    • 1.3k views
    • 
    • ETA Consulting LLC
    • April 4, 2014

36. Can I contribute MORE than $2000 as a single taxpayer in any given yea

    By Guest Paulaanne, May 3, 2002
    • 2 replies
    • 1.3k views
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    • John G
    • May 3, 2002

37. postumous correction of surviving spouse election to be beneficiary instead of owner

    By Guest icuncrt, June 4, 2010
    • 5 replies
    • 1.3k views
    • 
    • Belgarath
    • June 7, 2010

38. Loans from IRAs

    By Archimage, August 29, 2005
    • 2 replies
    • 1.3k views
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    • Appleby
    • September 6, 2005

39. Roth IRA Withdrawal

    By Guest cadiprima, July 4, 2001
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • July 4, 2001

40. state taxation of Roth Ira

    By Guest alk1, April 1, 1999
    • 1 reply
    • 1.3k views
    • 
    • Guest
    • April 1, 1999

41. SEP IRA to IRA

    By Guest JasonMC, January 14, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • January 15, 2002

42. Treatment of contribution rolled into a Roth IRA

    By Guest P A Weick, April 29, 1999
    • 1 reply
    • 1.3k views
    • 
    • Kathy
    • April 29, 1999

43. beneficiary designation

    By Guest JBeck, February 17, 2005
    • 2 replies
    • 1.3k views
    • 
    • BPickerCPA
    • February 18, 2005

44. SIMPLE IRA--Disclosure statement

    By Guest Christine, January 8, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • January 8, 1999

45. Opening a Roth IRA

    By Guest Barbie, August 15, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • August 16, 1999

46. Roth IRA Estimated Tax & Penalties

    By Guest chrisrafter, August 23, 1999
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • September 1, 1999

47. 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

48. IPOs offered to IRAs by the IRA custodian?

    By Guest ERISA_kid, January 30, 2004
    • 1 reply
    • 1.3k views
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    • ElGuapo
    • January 30, 2004

49. Roth IRA Brother/Sister Controlled Group

    By Guest sattek, March 18, 2008
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • March 20, 2008

50. Roth IRA investment

    By Guest Dave38Ca, July 17, 2001
    • 1 reply
    • 1.3k views
    • 
    • John G
    • July 17, 2001