dmertz
Level 15
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Yes, code 7 for someone over age 59½ making a Roth conversion from a traditional IRA to a Roth IRA. The IRA/SEP SIMPLE box will also be marked. As VolvoGirl sai...
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The taxable capital gains reported on the joint 2024 tax return increased the 2024 MAGI used to determine the 2026 IRMAA, so the IRMAA charge seems plausible. A...
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A trustee-to-trustee transfer of an IRA is never reportable on a Form 1099-R. If the originating IRA custodian reports such a transfer on Form 1099-R, it has do...
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"Where I was getting hung up with Fidelity is they kept saying my rollover was not considered distributed but rather just rolled over into the Roth IRA. Termino...
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Your rollover from the Roth 401(k) to the Roth IRAwas a distribution from the Roth 401(k), and was a qualified distribution because you were over age 59½ and ha...
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- Posted Re: Married Filing Jointly: Can spouse deduct Traditional IRA if only one spouse has a 401(k) and income is over $500k? on Deductions & credits. a week ago
- Posted Re: Married Filing Jointly: Can spouse deduct Traditional IRA if only one spouse has a 401(k) and income is over $500k? on Deductions & credits. a week ago