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Re: 415(c)(1)(A) limit on tax deferred retirement contributions

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3 Replies 3009 Views

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Re: It depends. If this is a trustee-to-trustee transfer invo...

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1 Reply 2007 Views

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Re: I withdrew funds from a retirement account last year, which I then refunded within 60 days this year. I have a 1099 -R for 2018. Do I record the funds being returned?

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0 Replies 1390 Views

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Re: It depends. If this is a trustee-to-trustee transfer invo...

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11 Replies 5962 Views

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Re: I just turned 65 on December 29. i have been drawing SS early and have had income limits. What will be my income limits for 2020?

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0 Replies 1514 Views

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Re: The code M for an offset distribution means that you have...

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2 Replies 40412 Views

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Re: I changed my first name legally, and it is not on my tax form, but I need my tax info to appl...

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0 Replies 700 Views

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Re: pay taxes now or defer

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0 Replies 783 Views

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Re: Declaring IRA distribution to Roth AND to HSA

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0 Replies 1546 Views

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Re: If my AGI is within the 22% bracket , does it make sense to "top-off" by taking additional discretionary IRA income up to the top of that bracket ($168400) ?

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0 Replies 944 Views

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Re: Incorrect basis in form 8606 for tax year 2007

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3 Replies 1639 Views

3 Replies

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Re: My wife's father passed away in February so she and her brother liquidated and collected his retirement fund. How/where do I enter that information?

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0 Replies 528 Views

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Re: Incorrect basis in form 8606 for tax year 2007

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5 Replies 1662 Views

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Re: I had to withdraw money early from a 401k plan to cover loss of wages because my child was hospitalized several months, does that count as "medical expenses" exemption?

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1 Reply 761 Views

1 Reply

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Re: I inherited an IRA from an 83-year old (non-spouse) in 2017. I did not take the Required Minimum Distribution (RMD) in 2018 due to a mistake on my part. What can I do?

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0 Replies 685 Views

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Re: 415(c)(1)(A) limit on tax deferred retirement contributions

Re: It depends. If this is a trustee-to-trustee transfer invo...

Re: I withdrew funds from a retirement account last year, which I then refunded within 60 days this year. I have a 1099 -R for 2018. Do I record the funds being returned?

Re: It depends. If this is a trustee-to-trustee transfer invo...

Re: I just turned 65 on December 29. i have been drawing SS early and have had income limits. What will be my income limits for 2020?

Re: The code M for an offset distribution means that you have...

Re: I changed my first name legally, and it is not on my tax form, but I need my tax info to appl...

Re: pay taxes now or defer

Re: Declaring IRA distribution to Roth AND to HSA

Re: If my AGI is within the 22% bracket , does it make sense to "top-off" by taking additional discretionary IRA income up to the top of that bracket ($168400) ?

Re: Incorrect basis in form 8606 for tax year 2007

Re: My wife's father passed away in February so she and her brother liquidated and collected his retirement fund. How/where do I enter that information?

Re: Incorrect basis in form 8606 for tax year 2007

Re: I had to withdraw money early from a 401k plan to cover loss of wages because my child was hospitalized several months, does that count as "medical expenses" exemption?

Re: I inherited an IRA from an 83-year old (non-spouse) in 2017. I did not take the Required Minimum Distribution (RMD) in 2018 due to a mistake on my part. What can I do?

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