IRA Discussion Forum

1099-R Code 7 vs. Code G for SEP-IRA to SIMPLE-IRA rollover

By Dan Simonds 6 years ago

IRA Bene’s

By Geoffrey Kasher 6 years ago

Roth 5 Year Rule

By James Arnold 6 years ago

Rollover to Bene IRA

By IRAQuestion5 6 years ago

AfterTax

By IRAQuestion5 6 years ago

Creditor Protection for Qualified Planned Dollars Rolled Into An IRA, along with Contributions

By Brian Devers 6 years ago

Correcting Missed 2018 RMD

By MIKE KRUCHTEN 6 years ago

IRA Deposit to Wrong Tax Year

By Matt Groome 6 years ago

General Question

By Geoffrey Kasher 6 years ago

401K at work but I am limited by Highly Compensated Limits

By Andrew Myers 6 years ago

Dividends and ROTH Conversion

By Vaylu Maymon 6 years ago

tax question

By b s 6 years ago

For alan-iracritic Re: 3 5329s for a decedent/estate

By Cheryl Van Beek 6 years ago

1099-R for Inherited Roth IRA

By Sidney Poretsky 6 years ago

New client- several years of excess Roth contributions (over earnings limit)

By JEFFREY MACK 6 years ago

Should prior Year 5329 be sent to IRS address per instruction for those years or the address where they would be sent for 2018?

By Cheryl Van Beek 6 years ago

Mistaken deposit

By Samuel Reid 6 years ago

Residual NQ Annuity Distribution (out of surrendar) after Partial Transfer to a New Carrier

By Julie Brangenberg 6 years ago

Step up Basis

By Brian Bishop 6 years ago

1099 for IRA to Inherited IRA?

By Jason Frank 6 years ago

Beneficiary IRA RMDs

By Christopher Combs 6 years ago

RMDs

By Anthony Zalesky 6 years ago

Rollover from Deceased Husband’s IRA to Surviving Spouse IRA

By Todd Kirsch 6 years ago

excess Roth contributions 2017 and 2018

By Charles Csakai 6 years ago

SEP contribution :

By Kerry Schepers 6 years ago