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I withdrew an IRA from Fidelity in mid Dec 2018. This was
Hello, I withdrew an IRA from Fidelity in mid Dec 2018. This was going to be used as a payout to my husband for a divorce. It has not happened yet and not sure it's going to. I've heard that you can p… read more
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I'm helping my dad file his taxes and I have a question
I'm helping my dad file his taxes and I have a question regarding a 1099-R. He withdrew funds he had in an IRA, the company withheld taxes on those funds. After he received those funds his financial m… read more
Bill
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I have a client that withdrew $15,000 from her IRA account
I have a client that withdrew $15,000 from her IRA account and repaid and rolled over $8,000 of within 6 months . The 1099-R indicates $15,000 as the distribution and taxable amounts. The brokerage ho… read more
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I took an early distribution from an IRA to fund a new home
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I am 62 yrs old and received a distribution from my
I am 62 yrs old and received a distribution from my company's Roth 401k, can I do a "roll over" with the funds by depositing them into my personal Roth IRA with in 60 days? Thanks,Skip… read more
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The company my husband worked for offered an early buyout of his retirement funds. We took the lump sum payment with taxes withheld on the gross amount. We wanted to invest those funds so we could def… read more
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Took out $10,000 from IRA time Home owner reasons. Received
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I withdrew $100Kfrom my IRA 2/28/15 to buy my mothers house
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Robin D.
Robin D.
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I took an excess distribution of my IRA in 2014, corrected
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My questions concern federal tax law. Can the IRS tax me twice
My questions concern federal tax law. Can the IRS tax me twice on the same IRA funds? I had funds in a limited libility self directed IRA bank account to invest in real estate. The funds were administ… read more
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In 2009, I withdrew $5000 from my IRA account with the understanding
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Please tell me I do not have to pay taxes and penalities two
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I AM 51 YEARS OLD, AND TOOK A PREMATURE WITHDRAWAL FROM AN
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My Wife and I transfered he IRA account to a self directed
My Wife and I transfered he IRA account to a self directed account. We put it into an IRA rollover , and then started to reinvest into what we thought was the IRA account when in all actuality it was … read more
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I am 62 years old and still working I had 25,000 IRA with
I am 62 years old and still working I had 25,000 IRA with company called next financial company lost the money in the stock market i ended up with 13,000 i took the 13,000 out in FEB 2009. how can I a… read more
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I inherited $20k pre-tax dollars from a retirement account
I inherited $20k pre-tax dollars from a retirement account of my ex-spouse. I would like to roll it over into a Roth IRA. I know I will have to pay income taxes on the money. But can I roll over the e… read more
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