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Re: How are same year contributions and deductions from/to IRA dealt with?

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1 Reply 3082 Views

1 Reply

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Re: If you rollover your funds from an employer's Roth 401k to Roth IRA, would the contribution you made count towards your total contributions you're allowed to withdraw?

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3 Replies 3269 Views

3 Replies

3 Kudos

Re: Can I withdraw from my IRA to pay a $3,000 dental bill penalty free?My adjusted gross income is 0. I am 56 years old.

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4 Replies 4092 Views

4 Replies

3 Kudos

Re: Tracking Non deductible IRA basis

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3 Replies 2701 Views

3 Replies

3 Kudos

Re: Turbo Tax destroyed my life! They did my taxes wrong 3 times! The IRS took 5000 from my bank account due to their errors!

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0 Replies 1805 Views

0 Replies

3 Kudos

Re: My wife and I divorcing. Most income & tax payments come from her. We used to carry over refund as credit towards next year. How would I shift it to my wife's upon split

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0 Replies 1869 Views

0 Replies

3 Kudos

Re: How to take ROTH earnings out , after age 59.5, if you have multiple conversions some more than 5 yrs old others less than

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0 Replies 8711 Views

0 Replies

3 Kudos

Re: My Modified Adjusted Gross Income (MAGI) is too high to contribute to a Roth IRA - Can my son, who is a dependent open a Roth IRA with earned income from his summer job?

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0 Replies 611 Views

0 Replies

3 Kudos

Re: For 2021, is the medical exception on early retirement distributions in excess of 7.5% or 10% of AGI? Turbotax says 7.5% but the IRS website says 10% for 2021.

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0 Replies 1592 Views

0 Replies

3 Kudos

Re: Solo 401k when transitioning from self-employed to W2

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2 Replies 1580 Views

2 Replies

3 Kudos

Re: Contributing to Roth IRA during the Tax Year and Things to Be Aware Of?

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1 Reply 1189 Views

1 Reply

3 Kudos

Re: Where can I find worksheet to calculate taxable amount of social security benefits?

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2 Replies 8730 Views

2 Replies

3 Kudos

Re: I live in IL visit KY for 2-3 months of the year. Gave the advisor my alternate address for that time. He put KY on my 1099r by mistake and wont fix it. How do i file

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0 Replies 1233 Views

0 Replies

3 Kudos

Re: Can capital losses in non-tax-favored accounts, be used to offset the tax against a Roth IRA Conversion for an individual who is 59 and 1/2 years old or older?

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0 Replies 1086 Views

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3 Kudos

Re: I'm a 62 year old Alabama resident and I would like to know how to avoid paying high taxes on a 401k withdrawal used to buy land.

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2 Replies 2859 Views

2 Replies

3 Kudos

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Re: How are same year contributions and deductions from/to IRA dealt with?

Re: If you rollover your funds from an employer's Roth 401k to Roth IRA, would the contribution you made count towards your total contributions you're allowed to withdraw?

Re: Can I withdraw from my IRA to pay a $3,000 dental bill penalty free?My adjusted gross income is 0. I am 56 years old.

Re: Tracking Non deductible IRA basis

Re: Turbo Tax destroyed my life! They did my taxes wrong 3 times! The IRS took 5000 from my bank account due to their errors!

Re: My wife and I divorcing. Most income & tax payments come from her. We used to carry over refund as credit towards next year. How would I shift it to my wife's upon split

Re: How to take ROTH earnings out , after age 59.5, if you have multiple conversions some more than 5 yrs old others less than

Re: My Modified Adjusted Gross Income (MAGI) is too high to contribute to a Roth IRA - Can my son, who is a dependent open a Roth IRA with earned income from his summer job?

Re: For 2021, is the medical exception on early retirement distributions in excess of 7.5% or 10% of AGI? Turbotax says 7.5% but the IRS website says 10% for 2021.

Re: Solo 401k when transitioning from self-employed to W2

Re: Contributing to Roth IRA during the Tax Year and Things to Be Aware Of?

Re: Where can I find worksheet to calculate taxable amount of social security benefits?

Re: I live in IL visit KY for 2-3 months of the year. Gave the advisor my alternate address for that time. He put KY on my 1099r by mistake and wont fix it. How do i file

Re: Can capital losses in non-tax-favored accounts, be used to offset the tax against a Roth IRA Conversion for an individual who is 59 and 1/2 years old or older?

Re: I'm a 62 year old Alabama resident and I would like to know how to avoid paying high taxes on a 401k withdrawal used to buy land.

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