IRAs and Roth IRAs

3,118 topics in this forum

1. Turbo Tax is telling me that I have to withdraw my IRA - I have no idea why

   By Guest brooklynjoe, April 14, 2005
   • 3 replies
   • 1.3k views
   • 
   • John G
   • April 14, 2005

2. Turned 70 1/2 in 2000. Can the new proposed regs be used for the firs

   By KJohnson, February 23, 2001
   • 1 reply
   • 1.4k views
   • 
   • KJohnson
   • February 23, 2001

3. Turns age 70.5 next year

   By John Feldt ERPA CPC QPA, June 29, 2010
   • 3 replies
   • 1.1k views
   • 
   • John Feldt ERPA CPC QPA
   • June 30, 2010

4. Two Roth Accounts?

   By Guest kks, July 16, 2001
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • July 16, 2001

5. TY1998 with a negative net income and a prematurely-funded Roth IRA ($

   By Guest ewittemd, December 28, 1999
   • 3 replies
   • 1.5k views
   • 
   • BPickerCPA
   • December 28, 1999

6. UBTI

   By Guest Sieve, October 6, 2009
   • 33 replies
   • 6.4k views
   • 
   • J Simmons
   • October 21, 2009

7. UBTI and Alternative Minimum Tax

   By Guest Carrie Dover, July 28, 2009
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • July 28, 2009

8. UBTI in IRA

   By k man, November 8, 2007
   • 1 reply
   • 2.3k views
   • 
   • jevd
   • November 8, 2007

9. UBTI in IRA

   By Guest TPALona, April 24, 2014
   • 2 replies
   • 1.2k views
   • 
   • masteff
   • April 25, 2014

10. UBTI in IRA's

    By Guest cdklotz, April 9, 2003
    • 6 replies
    • 1.9k views
    • 
    • Appleby
    • April 14, 2003

11. UBTI on IRAs

    By Guest Pat Metallic, June 23, 2005
    • 5 replies
    • 1.7k views
    • 
    • Kirk Maldonado
    • June 25, 2005

12. UBTI Payment/990-T

    By Guest cashmere, March 9, 2007
    • 8 replies
    • 4k views
    • 
    • Guest
    • April 4, 2008

13. Ugly IRA problem- any VCP like option?

    By Flyboyjohn, November 21, 2019
    • 4 replies
    • 1.4k views
    • 
    • Appleby
    • January 6, 2020

14. Under 59 1/2, take out money from Roth Ira below level I paid taxes on?

    By Guest Barbaraira, November 23, 2003
    • 2 replies
    • 2k views
    • 
    • Appleby
    • November 25, 2003

15. Undoing erroneous withdrawal.

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

16. Undoing ROTH conversion

    By nancy, February 8, 2000
    • 3 replies
    • 1.5k views
    • 
    • Guest
    • February 18, 2000

17. Undoing Roth Conversion-Partial Reversal?

    By Guest SLUSTIG, December 10, 1998
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • December 16, 1998

18. Unemployed + windfall + Roth IRA?

    By Guest TokyoDan0, March 19, 2002
    • 2 replies
    • 1.6k views
    • 
    • Guest
    • March 19, 2002

19. unforeseen acquisition

    By Biz Develop Consultant BJF, December 7, 2021
    • 1 reply
    • 699 views
    • 
    • Luke Bailey
    • December 9, 2021

20. unqualified Roth IRA contributions

    By Guest swamp100, April 3, 2006
    • 5 replies
    • 3.6k views
    • 
    • txdd
    • April 19, 2006

21. Unqualified Withdrawals

    By TD, July 28, 2023
    • 2 replies
    • 1.4k views
    • 
    • Belgarath
    • August 1, 2023

22. Unregistered IRA fund and custodian

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

23. Unrelated Business Taxable Income

    By jane123, August 29, 2003
    • 11 replies
    • 4.9k views
    • 
    • Appleby
    • September 8, 2003

24. Unreported Traditional IRA Basis with a Roth Conversion

    By Guest MSDalt, April 4, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • April 4, 2009

25. UnRoth States

    By Guest Jim Brennan, October 19, 1998
    • 1 reply
    • 1.4k views
    • 
    • Guest
    • January 25, 1999

26. Updated Tables for RMD Calcs?

    By Christine Roberts, January 3, 2002
    • 2 replies
    • 1.4k views
    • 
    • BPickerCPA
    • January 4, 2002

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

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

28. Use of Individual Retirement Account as Collateral -- OK in Florida?

    By Guest lifeweb, July 26, 1999
    • 2 replies
    • 3k views
    • 
    • Dave Baker
    • July 27, 1999

29. use of notice 2000-32 ,excess contribution as a negative number. how

    By Guest bobkat, February 26, 2001
    • 7 replies
    • 2k views
    • 
    • Guest
    • March 3, 2001

30. Use of Roth IRA as a " tax shelter" for appreciated assets

    By mbozek, November 13, 2003
    • 8 replies
    • 2.7k views
    • 
    • Appleby
    • December 31, 2003

31. User fee for IRS Private Letter Ruling???

    By Kathy, December 29, 1998
    • 1 reply
    • 2.3k views
    • 
    • Gary Lesser
    • December 30, 1998

32. Using 2002 tax return for 2002 Roth IRA--Legal?

    By Guest jumbonav, December 23, 2002
    • 12 replies
    • 1.5k views
    • 
    • Appleby
    • December 30, 2002

33. Using a ROTH as a down payment on a house

    By Guest lilmishana, March 4, 2004
    • 2 replies
    • 3.1k views
    • 
    • Appleby
    • March 4, 2004

34. Using a Roth IRA for childs education

    By Guest ryally, November 14, 2001
    • 4 replies
    • 1.9k views
    • 
    • JAMES PATRICK
    • December 27, 2001

35. Using a Roth IRA to save for a down payment on a first home

    By Guest Gregory Bell, March 19, 1999
    • 2 replies
    • 1.8k views
    • 
    • Kathy
    • March 20, 1999

36. Using a series of partial Roth Conversions to stay within low marginal

    By Guest WFMinter, December 16, 1999
    • 1 reply
    • 1.4k views
    • 
    • John G
    • December 17, 1999

37. using an IRA for start-up capital?

    By Guest Daniel Fisher, February 10, 1999
    • 8 replies
    • 1.9k views
    • 
    • Dave Baker
    • November 2, 1999

38. Using Codicil to create Life Estate and distribute remainder interest to beneficiaries via an annuity if the beneficiaries agree to life distribution from IRA.

    By Guest godmom, November 8, 2004
    • 2 replies
    • 2.8k views
    • 
    • Bruce Steiner
    • November 14, 2004

39. Using IRA to pay attorney fees related to divorce

    By bzorc, October 3, 2005
    • 3 replies
    • 4.4k views
    • 
    • QDROphile
    • October 4, 2005

40. using IRA towards buying my second house..

    By Guest SEW, August 9, 2001
    • 3 replies
    • 2.2k views
    • 
    • John G
    • August 10, 2001

41. Using Money From The Sale Of Inherited Land?

    By Guest ptmoney1, January 8, 2002
    • 1 reply
    • 1.4k views
    • 
    • John G
    • January 8, 2002

42. Using my Roth IRA to pay student loans

    By Guest sherylm07, January 9, 2002
    • 1 reply
    • 1.3k views
    • 
    • BPickerCPA
    • January 10, 2002

43. Using Roth for college expense planning

    By Guest tplovelock, September 16, 1999
    • 2 replies
    • 1.3k views
    • 
    • John G
    • September 17, 1999

44. Using Roth funds to buy into an IPO?

    By Guest jc7032, February 3, 2000
    • 1 reply
    • 3.1k views
    • 
    • John G
    • February 3, 2000

45. USing ROTH IRA for home buying?

    By Guest gandhimn, January 10, 2001
    • 3 replies
    • 1.6k views
    • 
    • JAMES PATRICK
    • January 12, 2001

46. Using Roth IRA's for first time home buying.

    By Guest Joshua Dix, October 31, 2005
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • November 1, 2005

47. Using Stock (only)for a ROTH IRA

    By Guest Norm, March 24, 1999
    • 1 reply
    • 1.3k views
    • 
    • John G
    • March 25, 1999

48. Using Stock Options in a self-directed Roth

    By Guest GeneJ, January 4, 2005
    • 4 replies
    • 1.2k views
    • 
    • John G
    • January 7, 2005

49. Using the MDIB Table for RMD Calulations

    By Guest David Hammond CISP, September 7, 2000
    • 2 replies
    • 5k views
    • 
    • Guest
    • September 9, 2000

50. Using this years capital losses as an offset to traditional IRA gains

    By Guest dmg1541, December 2, 2000
    • 5 replies
    • 8.9k views
    • 
    • John G
    • December 3, 2000