IRA Discussion Forum

Roth conversion 1099-R reporting

By Scott Grayson 15 years ago

Reporting returned portion early distribution.

By Kevin DeNardo 15 years ago

Inherited IRA account holder’s death

By Andrew Paladino 15 years ago

after tax 401k convert to roth

By Ryan Tyler 15 years ago

IRA beneficiary Tax

By Raj mody 15 years ago

1099-R

By Deb Rathbone 15 years ago

Roth conversion satisfys RMD?

By Wendy Mommaerts 15 years ago

state taxes on IRA to ROTH IRA conversion

By Scott Grayson 15 years ago

more than one conversion in 2010

By Susan Strasbaugh 15 years ago

SEP – can one partner opt out?

By JAMES MAGNO 15 years ago

Can all Distributions from 72t be converted to a Roth?

By John Gissas 15 years ago

Roth contributions for client turning 50 later this year

By Tom Brattain 15 years ago

generation skipping

By Tom Auty 15 years ago

Rollover from Money Purchase Plan to Sep IRA

By Harvey Silberstein 15 years ago

Beneficiaries & 401k’s and Trusts

By Scott Knotts 15 years ago

Late Form 8606 filings

By Anonymous 15 years ago

Lump Sum Distribution and NUA

By Robert Mueller 15 years ago

Rollover IRA to 401k plan

By Aleksandar Krakovic 15 years ago

inherited distribution from Teacher Retirement system of TEX

By James E Cobb 15 years ago

RMD for Partial Roth Conversion

By Sidney Poretsky 15 years ago

5498s

By Al Fry 15 years ago

RMD for a Trust

By Roger D D D Wallace 15 years ago

Converting to a Roth after a recharacterization

By Dan Gibbs 15 years ago

Death in 2010

By Mike Griz 15 years ago

RMD calculation on Annuity

By Eric Drossner 15 years ago