IRAs and Roth IRAs

3,118 topics in this forum

1. Converted in 1998, but want to pay balance of tax in 1999

   By Guest otoole, April 15, 2000
   • 1 reply
   • 1.2k views
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   • BPickerCPA
   • April 16, 2000

2. Roth Ira for Child

   By Guest Roxie, April 14, 2000
   • 0 replies
   • 1.3k views
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   • Guest
   • April 14, 2000

3. 1999 Conversion to Roth IRA and contribution to 1999 Reg. Roth IRA

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

4. If I have stock in a company purchase plan that is being discontinued

   By Guest Macfesto, March 30, 2000
   • 2 replies
   • 1.4k views
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   • pjkoehler
   • April 12, 2000

5. ROTH CONVERSION DEADLINE FOR 1999?

   By John G, April 12, 2000
   • 4 replies
   • 1.5k views
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   • Guest
   • April 12, 2000

6. Roth IRA conversion

   By Guest g-rex, April 11, 2000
   • 1 reply
   • 1.3k views
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   • Michael Devault
   • April 11, 2000

7. 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

8. IRA Prohibited Transaction

   By Guest P A Weick, April 9, 2000
   • 0 replies
   • 1.3k views
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   • Guest
   • April 9, 2000

9. Form 8606?

   By Guest Nancy Jay, April 8, 2000
   • 1 reply
   • 1.7k views
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   • BPickerCPA
   • April 9, 2000

10. can i deduct my Roth contribution from 1999 tax return?

    By Guest zm, April 6, 2000
    • 2 replies
    • 1.4k views
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    • John G
    • April 7, 2000

11. Changing Roth back to traditional IRA

    By Guest Venkatagiri, April 6, 2000
    • 1 reply
    • 1.3k views
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    • John G
    • April 7, 2000

12. I'm a recent college graduate and I was wondering why I qualify for a

    By Guest New Investor, April 5, 2000
    • 2 replies
    • 1.5k views
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    • John G
    • April 6, 2000

13. What are good companies to get Roth IRA's from?

    By Guest Griff Whiting, April 5, 2000
    • 1 reply
    • 1.6k views
    • 
    • John G
    • April 5, 2000

14. OK to rollover contributions and earnings from a tax-deferred annuity?

    By Guest Melissa Winslow, March 31, 2000
    • 2 replies
    • 1.5k views
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    • Guest
    • April 4, 2000

15. 1998 IRA Recharacterization to Roth Ira

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

16. How do I report a recharacterization on my tax form?

    By Guest mpe1955, April 4, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • April 4, 2000

17. Partially phased out Roth contribution

    By Guest Barney Byrd, April 4, 2000
    • 1 reply
    • 1.3k views
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    • BPickerCPA
    • April 4, 2000

18. Convert from 401k then contribute, or vice versa, or does it matter?

    By Guest cemile, April 4, 2000
    • 1 reply
    • 1.3k views
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    • John G
    • April 4, 2000

19. URGENT,REWARD: HOW TO PUT LAND IN ROTH IRA?

    By Guest tmm, March 22, 2000
    • 6 replies
    • 2.2k views
    • 
    • BPickerCPA
    • April 3, 2000

20. Roth qualifications based on earn income and stock income

    By Guest andrewg, March 30, 2000
    • 7 replies
    • 1.5k views
    • 
    • BPickerCPA
    • April 1, 2000

21. IRA Mandatory Distribution

    By Guest TAG, March 31, 2000
    • 1 reply
    • 1.6k views
    • 
    • BPickerCPA
    • April 1, 2000

22. Eligibility for Roth IRA when filing status is married filing separate

    By Guest Judy Edwards, March 31, 2000
    • 1 reply
    • 1.3k views
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    • Michael Devault
    • March 31, 2000

23. Required Distributions for Beneficiaries

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

24. Tax-free rollover eligibility?

    By Guest e_d_roberts, March 28, 2000
    • 2 replies
    • 1.6k views
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    • John A
    • March 30, 2000

25. Do profits from stocks count as income.

    By Guest, March 29, 2000
    • 2 replies
    • 2.1k views
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    • John G
    • March 30, 2000

26. should I always recharacterize Roth contributions just before tax seas

    By Guest andrewg, March 29, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 30, 2000

27. How to calculate early IRA withdrawals?

    By Guest troutman, March 29, 2000
    • 4 replies
    • 1.4k views
    • 
    • Guest
    • March 30, 2000

28. conversion timing

    By Guest jgrat, March 29, 2000
    • 1 reply
    • 1.3k views
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    • John G
    • March 29, 2000

29. i'm a 28 yo med student with sizable loans should i open up a roth

    By Guest dr.ic, March 28, 2000
    • 3 replies
    • 1.4k views
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    • John Olsen
    • March 29, 2000

30. Which IRA to save for home purchase?

    By Guest gszczyrb, March 27, 2000
    • 6 replies
    • 1.6k views
    • 
    • John G
    • March 28, 2000

31. early withdrawal of a roth for home purchase

    By Guest dr.ic, March 28, 2000
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • March 28, 2000

32. Relationship of child's Roth conversion to parent

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

33. IRA beneficiary designation in conflict

    By k man, March 24, 2000
    • 1 reply
    • 1.5k views
    • 
    • BPickerCPA
    • March 26, 2000

34. Early Roth withdrawl, what are the penalties?

    By Guest soberjedi, March 23, 2000
    • 7 replies
    • 1.5k views
    • 
    • Guest
    • March 25, 2000

35. Roth IRA vs Traditional IRA

    By Guest thomascyu, March 24, 2000
    • 1 reply
    • 1.3k views
    • 
    • John G
    • March 24, 2000

36. Roth, daytrading, and Taxes

    By Guest ToddWebb, March 24, 2000
    • 1 reply
    • 1.4k views
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    • John G
    • March 24, 2000

37. Failed to recharacterize Roth before 12/31/99

    By Guest chrisdec, March 24, 2000
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • March 24, 2000

38. Conversion of SEP/IRA accounts

    By Guest StephenC, December 5, 1998
    • 5 replies
    • 1.7k views
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    • Guest
    • March 24, 2000

39. Roth IRA - can it invest in startup company?

    By Guest Richard Belden, March 23, 2000
    • 1 reply
    • 2.2k views
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    • John G
    • March 24, 2000

40. Taxable IRA Distributions

    By Guest Al Schut, March 23, 2000
    • 1 reply
    • 1.3k views
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    • John Olsen
    • March 23, 2000

41. Rollover 401(k) to Roth IRA

    By Guest Barney Byrd, March 18, 2000
    • 7 replies
    • 2.3k views
    • 
    • Guest
    • March 23, 2000

42. conversion from ira to roth ira, what is maximum AGI limit

    By Guest mike wiedmeyer, March 22, 2000
    • 1 reply
    • 2k views
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    • John G
    • March 22, 2000

43. Roth Contribution - Basis exceeds FMV

    By Guest DAFoster, March 21, 2000
    • 0 replies
    • 1.4k views
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    • Guest
    • March 21, 2000

44. Roth Contribution Totals

    By Guest Steve22, March 21, 2000
    • 2 replies
    • 1.3k views
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    • John G
    • March 21, 2000

45. Roth to Traditional conversion not completed for 1998

    By Guest Robert in Ohio, March 21, 2000
    • 1 reply
    • 1.4k views
    • 
    • BPickerCPA
    • March 21, 2000

46. ROTH TRANSFERS WITHIN SAME FUND COMPANY

    By Guest robyn, March 21, 2000
    • 1 reply
    • 1.2k views
    • 
    • BPickerCPA
    • March 21, 2000

47. Roth contribution without earned income - Help!

    By Guest Dkeith, March 20, 2000
    • 1 reply
    • 1.2k views
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    • John G
    • March 20, 2000

48. how to unwind contributions when AGI too high?

    By Guest robm26, March 19, 2000
    • 1 reply
    • 2.1k views
    • 
    • BPickerCPA
    • March 20, 2000

49. Fiscal year or calendar year?

    By Alf, March 18, 2000
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • March 18, 2000

50. Establish ROTH IRA for minor child

    By Guest Barney Byrd, March 12, 2000
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • March 18, 2000