Roth IRA

Discussion List

• Messed up backdoor IRA: Reporting excess Roth IRA contribution properly

  Question 28 views 0 comments 0 points Started by kr_008 February 15 Filing my taxes
• Excess Roth IRA Contributions 2024

  Question 34 views 0 comments 0 points Started by StressedTaxes February 14 Retirement Income
• Roth IRA Contribution Warning, without going over limit

  Answered 44 views 1 comment 0 points Most recent by KristineS February 13Filing my taxes
• Help with cost basis on Roth IRA non-qualified distribution

  36 views 4 comments 0 points Most recent by fxu February 12Filing my taxes
• How to deal with an incorrect IRA Basis and Value from the previous year?

  Answered 92 views 1 comment 0 points Most recent by PhillipB February 11Filing my taxes
• Rule of 55 Roth distribution partially taxed - form 5329

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

  Answered ✓ 224 views 1 comment 0 points Most recent by ChipGirl January 26Retirement Income
• 1099-R Question For A Roth IRA Rollover Conversion

  232 views 1 comment 0 points Most recent by GeorgeM January 17Filing my taxes
• Do I still have to report Roth IRA contributions and form 1099-R

  Answered 246 views 1 comment 0 points Most recent by AleceN January 14Filing my taxes
• What are the income limitations on Roth IRA contributions?

  Answered ✓ 87 views 2 comments 0 points Most recent by KirkH December 2024Retirement Income
• Employer matching contributions considered Traditional IRA contribution?

  Answered 50 views 2 comments 0 points Most recent by KirkH December 2024Retirement Income
• Inherited Roth IRA 5 year inheritance rule

  Answered ✓ 43 views 2 comments 0 points Most recent by rico62 December 2024Retirement Income
• What are the tax pros and cons of opening a Roth IRA for an older teen?

  Answered ✓ Closed 53 views 2 comments 0 points Most recent by JulieS December 2024Retirement Income
• Roth IRA Withdrawls

  Answered 73 views 4 comments 0 points Most recent by AlexO December 2024Retirement Income
• Excess 2022 Roth Contribution

  76 views 1 comment 0 points Most recent by rachels August 2024Filing my taxes
• What to do if I never filled out Form 8606 for past non-deductible IRA contributions?

  Answered ✓ 1.7K views 2 comments 0 points Most recent by RockRaider July 2024General
• Roth Iras

  Answered 109 views 1 comment 1 point Most recent by MatthewD June 2024Retirement Income
• How can I mark Traditional IRA contribution as non-deductible?

  Answered ✓ 1.3K views 1 comment 0 points Most recent by Henry April 2024General
• Roth Excess with Low MAGI

  49 views 1 comment 0 points Most recent by rachels April 2024Filing my taxes
• [Backdoor Roth] How to tell FreeTaxUSA that I want Traditional IRA contribution to be nondeductible?

  Answered ✓ 1.3K views 5 comments 0 points Most recent by RyanZ April 2024General
• generating a form 8606

  Answered ✓ 1.7K views 4 comments 0 points Most recent by RyanZ March 2024General