IRA Discussion Forum

Client inadvertently rolled an IRA into a Roth IRA in 2023. Can taxpayer reverse/ receive relief from the IRS

By David Blankstein 5 months ago

have individual IRA and 401k at 73

By Douglas Bauerband 5 months ago

Roth 401k Basis and 5 Year Rule Roth IRA

By Hunter Greene 5 months ago

SIMPLE IRA – Post 2-year transfer to traditional IRA

By Jeffry White 5 months ago

401(k) loan offset at retirement

By Michael Frontera 5 months ago

How to fix incorrect 1099-R for an Inherited IRA shown as taxable income on Box 2a

By Leta Selman 5 months ago

72(t) IRA Rollover

By Dave Flegal 5 months ago

Accidental Removal of Excess Contribution

By IRAQuestion5 5 months ago

403B Question

By Kevin O'Hearn 5 months ago

1099 – NEC and Retirement Plan Contributions

By Kevin Reardon 5 months ago

Bene missed the Dec 31 of the year following the date of death to make a transfer

By Marcia Miller 5 months ago

QDRO rollover to an IRA then to a 401k

By Joe Messina 5 months ago

Small Excess Contribution

By Krista McBeath 5 months ago

401K RMD to IRA then back to 401K

By robert Hapanowicz 5 months ago

QCD

By japh 5 months ago

Roth IRA in a Trust

By Paul Cioffari 5 months ago

Inheriting an Inherited IRA

By Alan Fishman 5 months ago

Co-mingling Inherited IRAs

By Holly Valinotti 5 months ago

Inherited Roth – RMD Rules POST-SECURE ACT

By Wendy Mommaerts 5 months ago

Spousal BDA question

By Kevin O'Hearn 5 months ago

RMD’S WITH LIVING BENEFITS

By Douglas Bauerband 5 months ago

Backdoor Roth IRA with Traditional IRA funds from 2024

By David 5 months ago

60-day Rollover

By ShipsnGiggles 5 months ago

SIMPLE IRA Contribution Deadlines

By AT13 5 months ago

5-Year Rule on Roth Conversions

By Matthew Ottusch 5 months ago