View Full Version : IRA/Sep

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  1. Required Minimum Distributions from IRA annuity
  2. Form 8606
  3. IRA inherited
  4. Computations behind Simplified Method
  5. Dependent tax benefits - getting married in Dec
  6. Can Hobby income be used to contribute to a ROTH?
  7. Recharacterizing of 401K Rollover to Roth
  8. Annuities - NRA widow liquidating funds from American deceased husband
  9. IRA beneficiary
  10. IRA question
  11. help clarify SEP max contributions
  12. IRA Loan
  13. form 8606 and roth conversion
  14. ROTH IRA early withdrawal/account closed
  15. Which state do I claim early distribution in?
  16. IRA deduction for 2017
  17. Roth Conversions
  18. 401K and IRA
  19. IRA Beneficiary: Calculating required distributions
  20. IRA Conversion to Roth (Same Year)
  21. IRA contributions with 457 and 414 accounts.
  22. Made contribution but didn't use deduction, re-use for next year?
  23. Self-employed IRA options
  24. Withdrawal from Traditional IRA
  25. Mlp
  26. 401k Benificiary rollover to Roth IRA HELP!
  27. So I got a letter from the IRS about my Roth IRA
  28. Roth Recharacterization Limbo !!!
  29. 457(b) rollover and Roth conversion problem
  30. 457(b) rollover and Roth conversion problem
  31. IRA contribution to avoid obamacare penality
  32. IRA to Roth transfer deadline
  33. 403b interaction with Roth IRA
  34. Recharacterize Roth 403b then Roll
  35. Mistakenly reported excess IRA contribution in 2010
  36. Transferring assets into Self Directed IRA
  37. Clarity/ options on SEP-IRA
  38. Early IRA withdrawl for commercial prperty
  39. IRA excess accumulation in 2014
  40. IRA early withdrawl for down payment
  41. Converting Traditional IRA on which I did not receive tax benefit to roth
  42. Filling W8ben Form
  43. SARSEP & tIRA
  44. IRA and W8BEN
  45. Qualified Joint Venture and SEP-IRAs
  46. Two SEP IRAs for Qualified Joint Venture
  47. Can Excess Contribution paid in previous year be used this year?
  48. 401k early distribution used for paying college expenses
  49. Can I prepay taxes I will owe on a lump sum pension payout, so that I don't cause tax consequences for the next year?
  50. Neglected to Include a Recharacterization Explanation?
  51. Traditional Ira Funding For 2015 Tax Yr
  52. Deductible contributions to SEP, own traditional IRA and husbands IRA?
  53. Form 5330 - Who is Plan Sponsor?
  54. 1099-r
  55. 8606 part 3 Roth IRA
  56. Traditional IRA penalty for College Rent?
  57. Filing MI-W4 and W4
  58. 8606 never filed :-(
  59. inquiry
  60. 529 withdrawals
  61. Withdrawing from IRA for first home down payment
  62. Withdrawing early from an IRA to repay a former employer who originally paid for my MBA program
  63. Want to convert traditional ira to roth
  64. RMD in Year of Death: Let It Happen to Decedent's Account?
  65. Cash out Pension for Down Payment on Home
  66. IRS Announces Higher Income Limits for Roth IRA Contributions for 2015.
  67. 2015 Changes to Income Limits for IRA Contributions
  68. Roth conversions
  69. Delay RMDs by rolling over IRAs into 403B?
  70. Contribute While Getting RMD from Inherited IRA?
  71. Roth IRA Converision
  72. mistakenly paid tax on ira earnings when earned
  73. 1099-r
  74. Backdoor roth
  75. Got a W2 with 401k and a 1099 last year - how much can i put away in my SEP IRA ?
  76. IR Funds to HSA
  77. Tax Deduction due to IRA
  78. IRA contribution eligible?
  79. excess IRA contribution
  80. tribal member and IRA
  81. Recharterize ROTH then Rollover?
  82. Error in Reporting After Tax Contributions
  83. 401k Early Distribution A Couple Months After Moving
  84. Hardship Exemption for IRA Early Withdrawal
  85. Beneficiary
  86. Ira contribution tax filing
  87. Annuity inside a conventional IRA
  88. What are the Required Minimum IRA Distributions (RMD's) for 2014?
  89. ROTH IRA Withdrawal
  90. Early distribution from IRA for first time homebuyer
  91. Rmd
  92. help needed
  93. Tax rules in IRAs
  94. Rool-over from "traditional after-tax 401k" to "Roth IRA"
  95. Excess Contribution to ROTH IRA
  96. Can I make these SEP contributions in 2014?
  97. IRA rollver
  98. Trad IRA + 401k = Nope. Solution?
  99. First Time Homebuyer Rollover Roth IRA
  100. Need help - Spousal IRA Problem
  101. Rollover traditional IRA to Roth
  102. Failed to make contribution
  103. Roth Contribution withdrawal
  104. Need assistance - Roth/Traditional rollovers
  105. Individual 401K deductable at state level for self employed?
  106. Roth IRA
  107. 412i plan in Scorp with loss
  108. IRA Rollover
  109. Max IRA Contribution, 0?
  110. IRA deduction
  111. IRA Contributions Worksheet
  112. 401K and IRA contribution
  113. solo 401k change to roth solo 401k
  114. ira/annuity rmd
  115. Contribution and Withdrawal from IRA accounts
  116. 401 k
  117. Removal of excess roth ira contribution with earnings
  118. SEP-IRA if covered by employer?
  119. Conventional to Roth Ira Contribution in same year
  120. Way to avoid 10% penalty
  121. Backdoor Roth Contribution and Opening a SEP IRA - what do I need to know?
  122. IRA Distribution
  123. IRA Contribution / Withdrawal in the same year
  124. Roth IRA contributions error
  125. Does RMD change filing status??
  126. Change from SEP of 401K
  127. IRA Distribution for retirement credit purchase
  128. Do IRAs and 403Bs have separate RMD requirements?
  129. Inherited Annuity for Kids
  130. what is max credit allowed for SEP/401k plan
  131. Form 8606 is Confusing
  132. Eligibile for IRA Contribution?
  133. ROTH IRA phaseout contribution limits
  134. early withdraw on ira vs a loan on ira
  135. (Trying again) SMLLC - How should I define Compensation?
  136. 1099-R and 5329 Form questions
  137. IRS Reminds Taxpayers to Report 2010 Roth Conversions on 2012 Returns
  138. Sep/roth
  139. What are Required Minimum Distributions?
  140. roll over
  141. After tax contributions
  142. ROTH IRA - contributed too much now what?
  143. Excessive Roth IRA Contribution
  144. Excessive Roth IRA Contribution
  145. Rollover IRA Help
  146. Setup IRA's a few year ago and didn't file
  147. Individual 401(k) qualifications
  148. IRS announces that "Retirement Plans Can Make 'Loans, Hardship Distributions' to Sandy Victims."
  149. Transfer 401k to IRA for Tax Crediting Purposes?
  150. Help!! Recharacterize IRA Question
  151. Roth IRA - Housing costs
  152. Will opening an IRA avoid paying tax
  153. Deduction for funding a pension plan
  154. Maximizing IRA & Roth Advantages while avoiding extra taxes
  155. Mistake on 2010 filing impacting 2011
  156. Roth IRA
  157. IRA distribution before filing or claiming it as deduction
  158. What is the Tax Treatment for ROTH Distributions made from earlier Conversions?
  159. What are considered Qualified ROTH Distributions?
  160. What happens to an Inherited Account when the Owner Dies prior to their Required Beginning Date (RBD) and the beneficiary is other than a Spouse?
  161. What happens to an Inherited Account when the Owner Dies prior to their Required Beginning Date (RBD) and the Spouse is the beneficiary?
  162. What are the Required Minimum Distribution rules for beneficiaries of retirement accounts?
  163. What is the penalty for failure to comply with the Required Minimum Distribution?
  164. What is the Purpose of the Required Minimum Distributions (RMD)?
  165. Can we deduct losses incurred from a ROTH distributions on our Tax Return?
  166. What is a qualified ROTH Distribution that would prevent the imposition of the 10% penalty?
  167. Which Taxpayers would be suitable candidates for the ROTH conversions?
  168. What is the purpose of ROTH Conversions?
  169. Keogh & 401k
  170. IRA Rollover
  171. improper titling of ira
  172. Solo 401(k)
  173. IRA early distribution tax for NV residents
  174. IRA deduction
  175. Desperately searching for an answer -- Roth IRA excess contribution
  176. roth IRA
  177. Roth conversion taxes
  178. Can i use 401k funds to pay tax penalty on late rollover?
  179. NJ taxes on simple IRA
  180. Are SEP contributions allowed when an S Corp. has a loss?
  181. Casing in an IRA
  182. IRA investments
  183. Ira For Lpn
  184. 2010 is also the Year to convert a traditional retirement account into a ROTH IRA!
  185. IRA Beneficiary Distribution Form
  186. Do I need to recharacterize my 2009 Roth COntributions?
  187. closing ira to pay for lasik
  188. Will splitting my ROTH (after conversion from rollover IRA) IRA affect my ability to recharacterize it later?
  189. Form 8606
  190. What are IRA phaseout rules for 2010?
  191. What is a an Early or Premature Distribution?
  192. What is an Individual Retirement Plan?
  193. What is Form 5329 Additional Taxes on Qualified Plans used for?
  194. I opened a brokrage account as IRA
  195. HELP!! Misdirected IRA Contributions
  196. 1099-r
  197. SEP-IRA & Traditional IRA
  198. Retirment $5,500 Catch-Up Provision
  199. 1099-R Distribution to a bank CD Question
  200. 401k multiples entries
  201. 1040A Simiplified Method - Negative Number?
  202. Question re: IRA conversion to roth
  203. Sep in an S Corp
  204. Rollover IRA transfer; reporting on tax forms
  205. Can I take foreign tax credit or deduct taxes paid on foreign investments in IRA?
  206. 401k Distribution
  207. IRA Account & Dividends
  208. Does NJ tax SEP-IRA contributions?
  209. 401k Foreign resident
  210. Am I eligible for ROTH?
  211. What are 2010 Rules for Roth IRAs?
  212. Roth IRA liquidation
  213. What are IRC 457(b) Deferred Compensation Plans?
  214. Inherited IRA distribution
  215. Taking Distribution & Increasing Contribution?
  216. Which taxpayers are eligible for the Retirement Savings Tax Credit?
  217. IRA distribution
  218. ROTH IRA question- NO ONE seems to know the answer to this!
  219. IRA Contribution problem
  220. Foreigner living aborad, investing in a retirement account in the US
  221. Can an IRA characterization be changed??
  222. Top Ten Facts about Taking Early Distributions from Retirement Plans
  223. Ira Withdrawal
  224. Am I eligible to contribute (and how much) to a Roth IRA?
  225. 1099-R distribution code
  226. 401K - Taxes for Foreign Nationals
  227. tax issues related to debt settlement
  228. Audit from the IRS for an IRA distribution
  229. 401k/Non-deductible IRA Question, please
  230. What are the new Indexed Contribution & Benefit Limits for Qualified Plans for 2008?
  231. rollover ira lost value
  232. 401K help Please!
  233. IRA withdrawal penalty for account Beneficiary
  234. What happens if a taxpayer neglects to take a minimum distribution at Age 70 1/2?
  235. What is the minimum withdrawn out of an individual’s IRA account at Age 70 1/2?
  236. What are the rules governing the allowable investments by IRA's?
  237. IRA owned shares of corporation
  238. How does one calculate the tax liability for a premature 401k distribution?
  239. Why Children Aged over 16 should make ROTH IRA Contributions?
  240. Roth IRA – Withdrawal and Penalty
  241. Is purchasing an annuity in an IRA account a good investment strategy?
  242. How much time do I get before I have to rollover my retirement distribution?
  243. Filing Requiremwents
  244. Recharacterization of Roth to Traditional IRA
  245. 1099-Misc Income and IRA
  246. What is the minimum amount that must be withdrawn from an IRA after age 70 1/2?
  247. 401k what form do I need to file with my 1040A?
  248. Will the IRS allow me to make a contribution to both a SEP-IRA and a Roth IRA?
  249. What are the Roth IRA limits for 2007 and 2008?
  250. How long do I have to roll over a retirement distribution?