IRAs and Roth IRAs

3,118 topics in this forum

1. Problematic rollover

   By Guest ndgal, April 16, 2001
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • April 16, 2001

2. Foreign Certification

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

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

   By Guest gotta_run, March 3, 2001
   • 0 replies
   • 1.5k views
   • 
   • Guest
   • March 3, 2001

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

   By Guest tarkin79, March 6, 2002
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • March 6, 2002

5. Can I trust the ROTH rules not to change

   By Guest RktScienc, December 18, 1998
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • December 18, 1998

6. Roth income limits for 2002

   By Guest paulsan, April 27, 2002
   • 0 replies
   • 1.1k views
   • 
   • Guest
   • April 27, 2002

7. Distinction between Trustee and Custodian

   By BonoConsilio, January 6, 2010
   • 0 replies
   • 4.2k views
   • 
   • BonoConsilio
   • January 6, 2010

8. After-Tax Rollover

   By Fisher, February 11, 2009
   • 0 replies
   • 1.2k views
   • 
   • Fisher
   • February 11, 2009

9. 403(c)

   By Guest Lynn Johnson, December 21, 1998
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • December 21, 1998

10. Roth IRA'S

    By Guest cuznbruce1, October 28, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 28, 2001

11. Trad. IRA vs Roth IRA

    By Guest ISK, September 13, 2005
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 13, 2005

12. Roth IRAs and testing periods

    By Guest needs help, April 20, 2009
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 20, 2009

13. IRA payments to child treated as paymnents to spouse

    By Guest Parker, June 15, 1999
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • June 15, 1999

14. Drafting

    By Guest MRoth, December 23, 1998
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 23, 1998

15. Roth IRA Answer Book

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

16. Some basic questions

    By Guest newhand, October 29, 2002
    • 0 replies
    • 1k views
    • 
    • Guest
    • October 29, 2002

17. Roth Five-Year Rule for Qualifed Distributions

    By Guest IraSue, February 26, 2007
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • February 26, 2007

18. RothIRA

    By Guest vex45, August 25, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • August 25, 2001

19. Start Roth or add to IRA

    By Guest blujean1, December 23, 1998
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • December 23, 1998

20. Creditor protection - government fines

    By Bird, March 27, 2013
    • 0 replies
    • 1.1k views
    • 
    • Bird
    • March 27, 2013

21. 529 Account Rolllover to Roth IRA for 2024 - Due 12-31-24 or 4-15-25?

    By Sabrina1, February 19, 2024
    • 0 replies
    • 1.1k views
    • 
    • Sabrina1
    • February 19, 2024

22. Distribution of RMDs before Conversion

    By Guest kprhok, January 6, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • January 6, 2010

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

    By Guest AaronWenger, August 7, 2000
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • August 7, 2000

24. Deduct Capital Loss in Roth IRA

    By Guest rallred, August 27, 2001
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • August 27, 2001

25. Traditional IRA Annuity with nondeductible contributions

    By Guest marlo, March 6, 2002
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • March 6, 2002

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

    By dh003i, December 9, 2003
    • 0 replies
    • 1.7k views
    • 
    • dh003i
    • December 9, 2003

27. Qualified Roth IRA Distributions in New York

    By Guest flat-top, June 24, 2003
    • 0 replies
    • 955 views
    • 
    • Guest
    • June 24, 2003

28. State Tax Withholding - Any Recommendations on software?

    By Guest irajlen, July 8, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • July 8, 1999

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

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

30. 1998 IRA Recharacterization to Roth Ira

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

31. RMD Reporting on 5498

    By Arlene Schemm, April 9, 2020   

    • cares act
    • 0 replies
    • 562 views
    • 
    • Arlene Schemm
    • April 9, 2020

32. Wife's Eligability

    By Guest Ralphbz, October 30, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 30, 2001

33. Proposed increase to contribution limits

    By Guest peterpeter, July 10, 1999
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 10, 1999

34. Roth IRA- married filing separately

    By Guest cyelkovan, September 16, 2001
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • September 16, 2001

35. Ira benefits for H1B visa holders?

    By Guest Mo Asmar, May 10, 2001
    • 0 replies
    • 2.7k views
    • 
    • Guest
    • May 10, 2001

36. IRS Approval Letters

    By Guest Statler, April 29, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • April 29, 2010

37. IRA Prohibited Transaction

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

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

    By Guest robertcusick, July 13, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 13, 2000

39. 1040 Reporting on Roth contribution made in error

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

40. Pre-87 nondeductible contribuitons in IRA

    By bdeancpa, April 7, 2005
    • 0 replies
    • 1.5k views
    • 
    • bdeancpa
    • April 7, 2005

41. In kind distributions

    By Guest Christine, July 22, 1999
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • July 22, 1999

42. SIMPLE IRA--Disclosure statement

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

43. increasing limits on roth

    By Guest bill white, July 23, 1999
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • July 23, 1999

44. 1998 Sep contributions can't Roth

    By Guest Awramik, January 9, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 9, 1999

45. Roth Ira for Child

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

46. IRA Trustee - Farm Rent - Prohibited Transaction?

    By Dawn Hafner, March 26, 2001
    • 0 replies
    • 1.3k views
    • 
    • Dawn Hafner
    • March 26, 2001

47. IRA and UBTI

    By shERPA, June 30, 2016
    • 0 replies
    • 1.2k views
    • 
    • shERPA
    • June 30, 2016

48. Just getting a new Roth and need help

    By Guest lars, January 11, 1999
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • January 11, 1999

49. General Questions

    By Guest Layla, August 6, 2001
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • August 6, 2001

50. 1099R to individual beneficiary rather than trust

    By BonoConsilio, October 27
    • 0 replies
    • 208 views
    • 
    • BonoConsilio
    • October 27