ira

Discussion List

• Can I contribute $7K to a personal Roth IRA, and also contribute to my SIMPLE Roth IRA at work?

  Answered ✓ 44 views 2 comments 0 points Most recent by BillD January 11General
• Recharacterize Roth IRA to Traditional IRA

  78 views 4 comments 0 points Most recent by hrmbassociate January 6Filing my taxes
• New 401k and IRA Limits for 2026

  53 views 0 comments 0 points Started by RyanV December 2025 Retirement Income
• How to amend 2024 tax return for return of excess IRA contribution

  Answered 59 views 1 comment 0 points Most recent by MatthewD August 2025Filing my taxes
• How to report a Once in a Lifetime IRA to HSA Rollover?

  Answered 396 views 4 comments 0 points Most recent by CoryF April 2025Retirement Income
• Form 8606 Line 1 empty

  165 views 7 comments 0 points Most recent by MatthewD April 2025Filing my taxes
• IRA Deduction with 401K Contributions

  57 views 1 comment 0 points Most recent by MatthewD April 2025Credits/Deductions
• IRA Contributions

  Answered 82 views 1 comment 0 points Most recent by WrenD March 2025General
• IRA RMD

  Answered 614 views 11 comments 0 points Most recent by MatthewD March 2025Retirement Income
• Poll worker wages not included in earned income for Roth IRA contributions

  Answered 121 views 5 comments 2 points Most recent by CoryF March 2025Income
• Inherited IRA

  Answered 79 views 1 comment 0 points Most recent by KeriC February 2025IRS News
• Can I carry over unused IRA contributions to the next year?

  Answered ✓ 77 views 2 comments 0 points Most recent by Don__G February 2025Retirement Income
• How to deal with an incorrect IRA Basis and Value from the previous year?

  Answered 1.2K views 1 comment 1 point Most recent by PhillipB February 2025Filing my taxes
• Taxes from An IRA for a Senior Citizen

  Answered 286 views 2 comments 0 points Most recent by JMSSGV January 2025Retirement Income
• Does the year 2020 count towards the five-year inheritance rule for inherited Roth IRAs?

  Answered ✓ 57 views 5 comments 0 points Most recent by LeahB December 2024Retirement Income
• Are IRAs fully taxable in Alabama if coming from Pennsylvania, where they are not taxable?

  Answered 49 views 4 comments 0 points Most recent by MatthewD December 2024State Filing
• Delay Reporting of IRA Roth CD Conversion

  Answered ✓ 37 views 1 comment 0 points Most recent by AlexO December 2024Income
• Do traditional IRA withdrawals count as earnings as far as social security is concerned?

  Answered 712 views 1 comment 0 points Most recent by Kellip December 2024Retirement Income
• When can I contribute to an IRA?

  56 views 1 comment 0 points Most recent by MatthewD November 2024Credits/Deductions
• Inheriting an IRA with siblings?

  Answered ✓ 191 views 5 comments 0 points Most recent by KristineS May 2024Situation & Life Changes
• How can I mark Traditional IRA contribution as non-deductible?

  Answered ✓ 2.9K views 1 comment 0 points Most recent by Henry April 2024General
• Backdoor Roth Filing Issue

  Answered 367 views 1 comment 0 points Most recent by kiarab March 2024Filing my taxes
• Excess Roth IRA contributions question

  Answered ✓ 718 views 3 comments 0 points Most recent by JanaA February 2024Filing my taxes
• IRA Recharacterization

  Answered ✓ 796 views 5 comments 0 points Most recent by irarechar December 2023Filing my taxes
• Traditional to Roth IRA Stock transfer

  Answered 174 views 1 comment 0 points Most recent by KFine3325 December 2023IRS News
• Any tax liability for having a house and IRA left to me?

  Answered ✓ 76 views 1 comment 0 points Most recent by MatthewD December 2023Retirement Income
• If my IRA grew from $6000 to $6500 by the time I converted it to a Roth, can I still contribute $500

  Answered ✓ 146 views 6 comments 0 points Most recent by -uatrla December 2023Retirement Income