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Re: Roth Conversion 5 Year Rule--on an exiting conversion.

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1 Reply 2450 Views

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Re: If I take out more money from my IRA than what is required for the RMD, can I put the additional back in as a 60 day rollover?

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1 Reply 731 Views

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Re: Can you add a note on line 5b that there was a rollover contribution caused by an error in prior rmd distribution?

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0 Replies 707 Views

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Re: Backdoor ROTH IRA technicality?

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0 Replies 2103 Views

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Re: If i pay all of my taxes out of my IRA in late december is that considered on time and no penalty for not paying them thru the year

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9 Replies 12827 Views

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Re: 401K Hardship Withdrawal

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2 Replies 4841 Views

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Re: If all I received this year was money pulled early from my retirement, can I still file for a return and still get EIC, and child tax credit?

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1 Reply 1728 Views

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Re: Recharacterization from IRA to Roth

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0 Replies 909 Views

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Re: Are Taxable Roth IRA Conversions Counted as Income for Covered California Benefit Calculation?

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0 Replies 7093 Views

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Re: Pension exclusion for Delaware

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3 Replies 1838 Views

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Re: Does the 5 year rule on roth earnings reset if I do a roth conversion this year and another next year? I am 67 and have a 6 year old roth now.

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7 Replies 16409 Views

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Re: My 80yo father died in July of 2023. He left his IRA to adult children. He did not take his RMD in 2023. Does the penalty waiver for inherited IRAs still apply to us?

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2 Replies 1363 Views

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Re: My father recently passed away I was the beneficiary on his retirement plan and receiving his monthly payments do I have to claim when I file

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0 Replies 1186 Views

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Re: Box 7

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2 Replies 1332 Views

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Re: My company failed the HCE/ACP test on 401K and created a distribution. How do I file the distribution to avoid penalty pay?

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2 Replies 3449 Views

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Re: Roth Conversion 5 Year Rule--on an exiting conversion.

Re: If I take out more money from my IRA than what is required for the RMD, can I put the additional back in as a 60 day rollover?

Re: Can you add a note on line 5b that there was a rollover contribution caused by an error in prior rmd distribution?

Re: Backdoor ROTH IRA technicality?

Re: If i pay all of my taxes out of my IRA in late december is that considered on time and no penalty for not paying them thru the year

Re: 401K Hardship Withdrawal

Re: If all I received this year was money pulled early from my retirement, can I still file for a return and still get EIC, and child tax credit?

Re: Recharacterization from IRA to Roth

Re: Are Taxable Roth IRA Conversions Counted as Income for Covered California Benefit Calculation?

Re: Pension exclusion for Delaware

Re: Does the 5 year rule on roth earnings reset if I do a roth conversion this year and another next year? I am 67 and have a 6 year old roth now.

Re: My 80yo father died in July of 2023. He left his IRA to adult children. He did not take his RMD in 2023. Does the penalty waiver for inherited IRAs still apply to us?

Re: My father recently passed away I was the beneficiary on his retirement plan and receiving his monthly payments do I have to claim when I file

Re: Box 7

Re: My company failed the HCE/ACP test on 401K and created a distribution. How do I file the distribution to avoid penalty pay?

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