Roth IRA

Discussion List

• IRA Contribution Confusion

  Answered 63 views 3 comments 0 points Most recent by kiarab March 14Filing my taxes
• Amend 2024 tax return to add 5329 for excess Roth?

  Answered 116 views 3 comments 0 points Most recent by MatthewD March 10Filing my taxes
• 529 to Roth IRA rollover triggers an excess contribution due to MAGI - should it not be reported?

  Answered ✓ 51 views 1 comment 1 point Most recent by TriciaD March 2Filing my taxes
• Removing Excess 2024 Roth IRA contribution for 2025 Tax Year

  Answered 51 views 1 comment 0 points Most recent by Taylor February 25Filing my taxes
• 401k to Roth IRA Rollover

  Answered ✓ 254 views 5 comments 0 points Most recent by Cli February 21Filing my taxes
• Do you need to report an Roth IRA rollover?

  Answered ✓ 100 views 2 comments 0 points Most recent by pandaexpressfan_1 January 23Retirement Income
• Can I contribute $7K to a personal Roth IRA, and also contribute to my SIMPLE Roth IRA at work?

  Answered ✓ 198 views 2 comments 0 points Most recent by BillD January 11General
• Recharacterize Roth IRA to Traditional IRA

  223 views 4 comments 0 points Most recent by hrmbassociate January 6Filing my taxes
• How do I do a backdoor roth conversion with FreeTaxUSA?

  Answered 251 views 2 comments 0 points Most recent by pandaexpressfan_1 December 2025Retirement Income
• How to Report Contribution Earnings from a Prior-Year Excess Roth IRA Removal (2024)

  Answered 412 views 5 comments 0 points Most recent by MatthewD October 2025Retirement Income
• Where to report withdrawal of excess Roth IRA without 1099R

  Answered 53 views 5 comments 0 points Most recent by MatthewD September 2025Filing my taxes
• ROTH IRA - Withdrawing Excess Contributions

  69 views 3 comments 0 points Most recent by CoryF August 2025Filing my taxes
• Excess IRA Contribution for 2024, Already Filed, Unsure How to Fix

  Answered 37 views 1 comment 0 points Most recent by MatthewD May 2025After you file
• Calculating Roth IRA basis for filing 2024 taxes

  64 views 3 comments 0 points Most recent by CoryF April 2025Filing my taxes
• How should I be reporting a 529 to Roth IRA direct rollover?

  Answered 203 views 1 comment 0 points Most recent by KristineS April 2025Filing my taxes
• Over Contributed Roth IRA

  Answered 40 views 1 comment 0 points Most recent by CoryF April 2025Filing my taxes
• Where do I report a traditional IRA to Roth IRA conversion?

  Answered ✓ 411 views 1 comment 0 points Most recent by DaveT March 2025Retirement Income
• Reporting 1099r code J

  Answered 445 views 1 comment 0 points Most recent by MatthewD March 2025Filing my taxes
• [Backdoor Roth] How to tell FreeTaxUSA that I want Traditional IRA contribution to be nondeductible?

  Answered ✓ 1.7K views 12 comments 0 points Most recent by MatthewD March 2025General
• What is the basis of my Roth IRAs if I made an early withdrawal?

  Answered 152 views 1 comment 0 points Most recent by MatthewD March 2025Filing my taxes
• Poll worker wages not included in earned income for Roth IRA contributions

  Answered 146 views 5 comments 2 points Most recent by CoryF March 2025Income
• Excess IRA Contribution 2024

  Answered 425 views 2 comments 0 points Most recent by Em119 February 2025Filing my taxes
• 1099-R, Box 15: "State/Payer's state no." Mine? Job? Or TIAA in NC?

  Answered 414 views 1 comment 0 points Most recent by JMSSGV February 2025Income
• Messed up backdoor IRA: Reporting excess Roth IRA contribution properly

  Answered 145 views 1 comment 0 points Most recent by KeriC February 2025Filing my taxes
• Excess Roth IRA Contributions 2024

  Answered 537 views 1 comment 0 points Most recent by KeriC February 2025Retirement Income
• Roth IRA Contribution Warning, without going over limit

  Answered 69 views 1 comment 0 points Most recent by KristineS February 2025Filing my taxes
• Help with cost basis on Roth IRA non-qualified distribution

  119 views 4 comments 0 points Most recent by fxu February 2025Filing my taxes
• How to deal with an incorrect IRA Basis and Value from the previous year?

  Answered 1.5K views 1 comment 1 point Most recent by PhillipB February 2025Filing my taxes
• Rule of 55 Roth distribution partially taxed - form 5329

  125 views 4 comments 0 points Most recent by Orange February 2025Filing my taxes
• Excess IRA Contribution

  Answered ✓ 1.6K views 1 comment 0 points Most recent by ChipGirl January 2025Retirement Income