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Showing content with the highest reputation on 02/06/2018 in all forums

  1. Tom Poje

    Is it a Roth?

    it is 2018. if the person has put away into the after tax for 35 years, then that goes back to 1983. A Roth contribution wasn't even possible "Under a Roth IRA, first enacted in 1998,....." (and for qualified plans it was 2006) so it would be impossible for the after tax contributions to have been a ROTH.
    1 point
  2. You are essentially doing the general test in your head. Don't be a slave to your software and its limitations.
    1 point
  3. ESOP Guy

    Is it a Roth?

    I think QDROphile hits it. You can always roll a distribution from a qualified plan to a Roth IRA. The NEXT question is how much of it is taxable when that happens.
    1 point
  4. Sure, use 541990. But recognize also that nobody cares and there is no penalty for using the wrong code. Just wanted to point out that this is a trivial issue; we try to get it right but we don't effort over it. FWIW.
    1 point
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