IRA Discussion Forum

SEP IRA contributions

By Michelle Quay 7 years ago

5329 Question

By Cheryl Van Beek 7 years ago

Documenting excess Roth contribution if B/D will not issue an updated 1099

By Mike LaRose 7 years ago

How to unwind non-deductible Roth

By Bro Has 7 years ago

401k distributions

By Darrel Geffers 7 years ago

Roth 401k Distribution/Rollover 1099R

By MIKE KRUCHTEN 7 years ago

are college costs out of pocket deductable

By Douglas Bauerband 7 years ago

Inherited Ira

By Nancy Boucher 7 years ago

After Tax IRA

By Michael Eastham 7 years ago

HSAs

By Jason Hochstadt 7 years ago

404k ESOP dividends for RMD

By David Schimpf 7 years ago

Kay Bailey Hutchison Roth IRA spousal contribution

By chris erickson 7 years ago

60 day rollover taxes

By Ryan Smith 7 years ago

401(k) & IRA deduction

By Mary K. Dean 7 years ago

Corrected 1099-R Question & Date of Death for Decedent on 8606?

By Cheryl Van Beek 7 years ago

IRA 1099R Attachment Question

By Cheryl Van Beek 7 years ago

Post mark or Processing Date for Roth IRA 2016 Contribution?

By Cheryl Van Beek 7 years ago

Since 5329 will be sent separately how does one prove that they’ve taken the missed RMD?

By Cheryl Van Beek 7 years ago

Can a 2015 5329 get mailed with 2016 return or should it go separately,

By Cheryl Van Beek 7 years ago

Correcting Excess Contributions 2014 & 2015

By Susan Lee 7 years ago

Conversion from IRA to Roth

By Milla Grin 7 years ago

Reverse IRA Rollover -Procedures & Required Forms to IRS

By Diane Connolly 7 years ago

How do I calculate the tax I have to pay to convert Tradational to ROTH?

By Sumit Ghosh 7 years ago

SEP IRA if in a company plan

By Gerard Stellwagen 7 years ago

Excess SEP 560 question

By Ed Y 7 years ago