IRA Discussion Forum

2020 rmd received in error

By JEFFREY MACK 4 years ago

Estate beneficiary

By Sten Lindquist 4 years ago

Taxes on certain IRA income

By philip mcclarty 4 years ago

Does 5498 indicate each rollover type if two rollovers in 2020 ( follow-up questions) ?

By Angelina Decastro 4 years ago

NYS Estimated Tax Regs re Withholding on IRA Distribution(s)

By BARTON MASSEY 4 years ago

Inheriting a spouses IRA and moving it

By Zachariah Hammel 4 years ago

Beneficiary IRA Transferred to Traditional IRA

By Jay P. 4 years ago

ROTH IRA BENEFICIARY TAX CONSEQUENCES

By Phillip Moore 4 years ago

INHERITED ROTH IRA RULES

By Rene Nourse 4 years ago

Keeping the IRS happy

By John Mlinar 4 years ago

Roth Conversion mistakenly registered as Traditional IRA Rollover

By brian shanley 4 years ago

Deduct 2020 planned traditional IRA on income tax return, send in return in Feb. but not funding IRA prior to April 15, 2021

By Bill Briner 4 years ago

How to Report an Inherited IRA Trust RMD on 1041 then Rollover due to CARES ACT on Trust Return

By david ham 4 years ago

How does 2020 affect the 10 yr rule?

By Amanda Minter 4 years ago

IRA Distribution and subsequent Roth Contribution

By Krista McBeath 4 years ago

Second IRA Rollback 2020

By Angelina Decastro 4 years ago

457(b) to 403(b)

By Eleonora Tomasello 4 years ago

Beneficiary IRA/Special Needs Trust

By Ryan Smith 4 years ago

IRA beneficiary

By PETER WEBER 4 years ago

spousal ira and backdoor Roth conversion

By Michael Porfido 4 years ago

60 Day Rollover on RMD

By Andrew Rogers 4 years ago

NUA from an ESOP?

By John Michael Hall 4 years ago

72(t) – 5 Year Plan final year distribution amount

By Garry Binegar 4 years ago

Trust as IRA beneficiary

By PETER WEBER 4 years ago

Trust as IRA beneficiary

By PETER WEBER 4 years ago