IRAs and Roth IRAs

3,121 topics in this forum

1. Roth Contribution - Basis exceeds FMV

   By Guest DAFoster, March 21, 2000
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   • Guest
   • March 21, 2000

2. Client is interested in investing a portion of his IRA in a L.L.C. in

   By bzorc, August 4, 2000
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   • bzorc
   • August 4, 2000

3. Problematic rollover

   By Guest ndgal, April 16, 2001
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   • Guest
   • April 16, 2001

4. Foreign Certification

   By Guest P A Weick, June 10, 1999
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   • Guest
   • June 10, 1999

5. Can various reported income forms as a result of ROE from a Roth accou

   By Guest gotta_run, March 3, 2001
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   • Guest
   • March 3, 2001

6. Can my Roth IRA be a member of an LLC?

   By Guest tarkin79, March 6, 2002
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   • Guest
   • March 6, 2002

7. Can I trust the ROTH rules not to change

   By Guest RktScienc, December 18, 1998
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   • Guest
   • December 18, 1998

8. Roth income limits for 2002

   By Guest paulsan, April 27, 2002
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   • Guest
   • April 27, 2002

9. Distinction between Trustee and Custodian

   By BonoConsilio, January 6, 2010
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   • BonoConsilio
   • January 6, 2010

10. After-Tax Rollover

    By Fisher, February 11, 2009
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    • Fisher
    • February 11, 2009

11. 403(c)

    By Guest Lynn Johnson, December 21, 1998
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    • Guest
    • December 21, 1998

12. Roth IRA'S

    By Guest cuznbruce1, October 28, 2001
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    • Guest
    • October 28, 2001

13. Trad. IRA vs Roth IRA

    By Guest ISK, September 13, 2005
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    • Guest
    • September 13, 2005

14. Roth IRAs and testing periods

    By Guest needs help, April 20, 2009
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    • Guest
    • April 20, 2009

15. IRA payments to child treated as paymnents to spouse

    By Guest Parker, June 15, 1999
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    • Guest
    • June 15, 1999

16. Drafting

    By Guest MRoth, December 23, 1998
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    • Guest
    • December 23, 1998

17. Roth IRA Answer Book

    By Gary Lesser, December 23, 1998
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    • Gary Lesser
    • December 23, 1998

18. Some basic questions

    By Guest newhand, October 29, 2002
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    • Guest
    • October 29, 2002

19. Roth Five-Year Rule for Qualifed Distributions

    By Guest IraSue, February 26, 2007
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    • Guest
    • February 26, 2007

20. RothIRA

    By Guest vex45, August 25, 2001
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    • Guest
    • August 25, 2001

21. Start Roth or add to IRA

    By Guest blujean1, December 23, 1998
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    • Guest
    • December 23, 1998

22. Creditor protection - government fines

    By Bird, March 27, 2013
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    • Bird
    • March 27, 2013

23. 529 Account Rolllover to Roth IRA for 2024 - Due 12-31-24 or 4-15-25?

    By Sabrina1, February 19, 2024
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    • Sabrina1
    • February 19, 2024

24. Distribution of RMDs before Conversion

    By Guest kprhok, January 6, 2010
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    • Guest
    • January 6, 2010

25. Question on a partial recharacterization and conversion to a Roth.

    By Guest AaronWenger, August 7, 2000
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    • Guest
    • August 7, 2000

26. Deduct Capital Loss in Roth IRA

    By Guest rallred, August 27, 2001
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    • Guest
    • August 27, 2001

27. Traditional IRA Annuity with nondeductible contributions

    By Guest marlo, March 6, 2002
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    • Guest
    • March 6, 2002

28. Tangent Issue: New Medicare bill creates Roth-IRA-like Health Savings Account

    By dh003i, December 9, 2003
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    • dh003i
    • December 9, 2003

29. Qualified Roth IRA Distributions in New York

    By Guest flat-top, June 24, 2003
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    • Guest
    • June 24, 2003

30. State Tax Withholding - Any Recommendations on software?

    By Guest irajlen, July 8, 1999
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    • Guest
    • July 8, 1999

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

    By Guest mpe1955, April 4, 2000
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    • Guest
    • April 4, 2000

32. 1998 IRA Recharacterization to Roth Ira

    By Guest bobmckay, April 4, 2000
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    • Guest
    • April 4, 2000

33. RMD Reporting on 5498

    By Arlene Schemm, April 9, 2020   

    • cares act
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    • Arlene Schemm
    • April 9, 2020

34. Wife's Eligability

    By Guest Ralphbz, October 30, 2001
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    • Guest
    • October 30, 2001

35. Proposed increase to contribution limits

    By Guest peterpeter, July 10, 1999
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    • Guest
    • July 10, 1999

36. Roth IRA- married filing separately

    By Guest cyelkovan, September 16, 2001
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    • Guest
    • September 16, 2001

37. Ira benefits for H1B visa holders?

    By Guest Mo Asmar, May 10, 2001
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    • Guest
    • May 10, 2001

38. IRS Approval Letters

    By Guest Statler, April 29, 2010
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    • Guest
    • April 29, 2010

39. IRA Prohibited Transaction

    By Guest P A Weick, April 9, 2000
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    • Guest
    • April 9, 2000

40. Having trouble with custodian of decedent's IRA; how to title the acco

    By Guest robertcusick, July 13, 2000
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    • Guest
    • July 13, 2000

41. 1040 Reporting on Roth contribution made in error

    By bzorc, April 10, 2000
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    • bzorc
    • April 10, 2000

42. Pre-87 nondeductible contribuitons in IRA

    By bdeancpa, April 7, 2005
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    • bdeancpa
    • April 7, 2005

43. In kind distributions

    By Guest Christine, July 22, 1999
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    • Guest
    • July 22, 1999

44. SIMPLE IRA--Disclosure statement

    By Guest Christine, January 8, 1999
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    • Guest
    • January 8, 1999

45. increasing limits on roth

    By Guest bill white, July 23, 1999
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    • Guest
    • July 23, 1999

46. 1998 Sep contributions can't Roth

    By Guest Awramik, January 9, 1999
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    • Guest
    • January 9, 1999

47. Roth Ira for Child

    By Guest Roxie, April 14, 2000
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    • Guest
    • April 14, 2000

48. IRA Trustee - Farm Rent - Prohibited Transaction?

    By Dawn Hafner, March 26, 2001
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    • Dawn Hafner
    • March 26, 2001

49. IRA and UBTI

    By shERPA, June 30, 2016
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    • shERPA
    • June 30, 2016

50. Just getting a new Roth and need help

    By Guest lars, January 11, 1999
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    • Guest
    • January 11, 1999