IRA Discussion Forum

NUA eligibility

By Richard Fritts 8 years ago

NUA Treatment Post 86 and Pre 87

By Clark Bixler 8 years ago

Roth Conversion not reported on form 8606 in 2015

By Gregory Hlubocky 8 years ago

ESOP distribution and NUA

By Andy Redman 8 years ago

SIMPLE Plan – 2 Sch C’s – req’d to aggreagte

By David McIntee 8 years ago

Pre age 55 401K WD

By Reese Skinner 8 years ago

990-T and 1040 tax return

By Jean Bednarz 8 years ago

Profit Sharing Plan of Deceased

By Robert A Petersen 8 years ago

Can Form 8606 Line 8 ever be negative?

By Amar Patel 8 years ago

Excess Roth IRA contributions in 2012, 2013 and 2016

By Sherri Langsam 8 years ago

Contribute to SEP while taking RMD”s?

By Henry Merrill 8 years ago

Moving from a state with high estate tax exemption to a low estate tax exemption state

By Edward Drinkmann 8 years ago

Recharacterize Inherited Roth IRA on non-spouse inherited 401k?

By Jason Scott 8 years ago

Savers Credit on Defined Benefit Pensioner?

By David Mitchell 8 years ago

Please Help! Income limit on Roth

By Matthew Collins 8 years ago

IRA Annuitization

By Josette Rathbun 8 years ago

Inherited IRA RMD to Charity

By Roger Shumaker 8 years ago

State income tax withholding on IRA distributions

By John Peterson 8 years ago

LLC-Partnership 401k contributions

By AVI ASARAF 8 years ago

RMD entered on final tax return?

By Sharon Wittmann 8 years ago

Public Law 114-26

By Reese Skinner 8 years ago

Inherited IRA decedent passed RBD

By Stephen Csenge 8 years ago

Trust beneficiary of IRA — can it look-thru?

By Stephen Csenge 8 years ago

Help Please: What steps do I have to take to fully address Excess Roth IRA Contributions made for the 2015 Tax Year?

By Austin Lin 8 years ago

Mechanics of Inherited IRA in Trust?

By Kim Dodge 8 years ago