IRA Discussion Forum

NUA in 401(k) Plan

By Gerard Stellwagen 8 years ago

IRA Owner Deceased w/ Irrevocable Trust as Beneficiary – Options for Surviving Spouse

By Adam Marr 8 years ago

Inheriting a Beneficiary IRA

By Brad Steinback 8 years ago

How to avoid taxes on funds placed in IRA incorrectly

By Diane Connolly 8 years ago

SEP IRA contributions

By Michelle Quay 8 years ago

5329 Question

By Cheryl Van Beek 8 years ago

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

By Mike LaRose 8 years ago

How to unwind non-deductible Roth

By Bro Has 8 years ago

401k distributions

By Darrel Geffers 8 years ago

Roth 401k Distribution/Rollover 1099R

By MIKE KRUCHTEN 8 years ago

are college costs out of pocket deductable

By Douglas Bauerband 8 years ago

Inherited Ira

By Nancy Boucher 8 years ago

After Tax IRA

By Michael Eastham 8 years ago

HSAs

By Jason Hochstadt 8 years ago

404k ESOP dividends for RMD

By David Schimpf 8 years ago

Kay Bailey Hutchison Roth IRA spousal contribution

By chris erickson 8 years ago

60 day rollover taxes

By Ryan Smith 8 years ago

401(k) & IRA deduction

By Mary K. Dean 8 years ago

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

By Cheryl Van Beek 8 years ago

IRA 1099R Attachment Question

By Cheryl Van Beek 8 years ago

Post mark or Processing Date for Roth IRA 2016 Contribution?

By Cheryl Van Beek 8 years ago

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

By Cheryl Van Beek 8 years ago

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

By Cheryl Van Beek 8 years ago

Correcting Excess Contributions 2014 & 2015

By Susan Lee 8 years ago

Conversion from IRA to Roth

By Milla Grin 8 years ago