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Lane, I have a client that she opened an traditional account
Good afternoon Lane, I have a client that she opened an traditional account with $6000 contribution last year and immediately after a very short while, she took it out and put it in Roth IRA. She rece… read more
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Lev
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I already filed my taxes for 2020. But I just came to know
Hi Pearl, I already filed my taxes for 2020. But I just came to know about backdoor Roth IRA. I was wondering if I can still contribute to backdoor Roth IRA for 2020? … read more
Bill
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A taxpayer who is under 59.5 & whose income is above the
A taxpayer who is under 59.5 & whose income is above the ROTH-IRA limit plans to make a Back Door ROTH-IRA contribution of 6,500 in 2019. He inadvertently funds his ROTH-IRA in September of 2019. He q… read more
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Withdraws from a Roth IRA by a person that is disabled Is it
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Robin D.
Robin D.
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Robin, and I ned to get my 2016 tax return information for
Good Morning Robin, my name is***** and I ned to get my 2016 tax return information for the Mortgage Company I'm buying my house through. Can I get your help? … read more
Barbara
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$ 75 bonus for complete answer 2017 Subject: 42.5k tax
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Rick
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H&R Block says they are not required to file form 8606 for a
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Lane
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Doctoral Degree
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Lev
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In 2016, my husband and I withdrew funds from a Roth IRA.
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emc011075
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IRS said the Roth IRA reported distribution was not held for
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If you put $5,500 in a traditional IRA in 2015 and convert
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My question is regarding Tax Form 8606. In 2010, I borrowed
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My dad was charged for his IRA distribution even though he
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I converted my traditional IRA to a Roth IRA, but then changed
I converted my traditional IRA to a Roth IRA, but then changed my mind and recharacterized back to the traditional. The rep at Vanguard advised me that the initial conversion would generate tax forms … read more
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My husband inherited $84,000 from his brothers IRA roll over.He
My husband inherited $84,000 from his brothers IRA roll over.He took $74,000.00 as a distribution and withheld 10% federal income tax. H&R Block is trying to add that $74,000.00 on to our annual incom… read more
JKCPA
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Hi My name is XXXXX XXXXX i have a Question I have always ...
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My wife and I took an early distribution from our ROTH ...
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