View Full Version : IRA/Sep

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