Roth IRA

Discussion List

• Amend 2024 tax return to add 5329 for excess Roth?

  Answered 14 views 1 comment 0 points Most recent by Henry April 22Filing my taxes
• How should I be reporting a 529 to Roth IRA direct rollover?

  Answered 25 views 1 comment 0 points Most recent by KristineS April 18Filing my taxes
• Calculating Roth IRA basis for filing 2024 taxes

  33 views 2 comments 0 points Most recent by wizfan14 April 18Filing my taxes
• Over Contributed Roth IRA

  Answered 33 views 1 comment 0 points Most recent by CoryF April 17Filing my taxes
• Where do I report a traditional IRA to Roth IRA conversion?

  Answered ✓ 98 views 1 comment 0 points Most recent by DaveT March 28Retirement Income
• Reporting 1099r code J

  Answered 96 views 1 comment 0 points Most recent by MatthewD March 20Filing my taxes
• [Backdoor Roth] How to tell FreeTaxUSA that I want Traditional IRA contribution to be nondeductible?

  Answered ✓ 1.5K views 12 comments 0 points Most recent by MatthewD March 17General
• What is the basis of my Roth IRAs if I made an early withdrawal?

  Answered 82 views 1 comment 0 points Most recent by MatthewD March 12Filing my taxes
• Poll worker wages not included in earned income for Roth IRA contributions

  Answered 94 views 5 comments 2 points Most recent by CoryF March 4Income
• Excess IRA Contribution 2024

  Answered 292 views 2 comments 0 points Most recent by Em119 February 27Filing my taxes
• 1099-R, Box 15: "State/Payer's state no." Mine? Job? Or TIAA in NC?

  Answered 234 views 1 comment 0 points Most recent by JMSSGV February 27Income
• Messed up backdoor IRA: Reporting excess Roth IRA contribution properly

  Answered 124 views 1 comment 0 points Most recent by KeriC February 21Filing my taxes
• Excess Roth IRA Contributions 2024

  Answered 398 views 1 comment 0 points Most recent by KeriC February 21Retirement Income
• Roth IRA Contribution Warning, without going over limit

  Answered 68 views 1 comment 0 points Most recent by KristineS February 13Filing my taxes
• Help with cost basis on Roth IRA non-qualified distribution

  94 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 905 views 1 comment 1 point Most recent by PhillipB February 11Filing my taxes
• Rule of 55 Roth distribution partially taxed - form 5329

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

  Answered ✓ 1.1K views 1 comment 0 points Most recent by ChipGirl January 26Retirement Income
• 1099-R Question For A Roth IRA Rollover Conversion

  837 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 611 views 1 comment 0 points Most recent by AleceN January 14Filing my taxes
• What are the income limitations on Roth IRA contributions?

  Answered ✓ 155 views 2 comments 0 points Most recent by KirkH December 2024Retirement Income
• Employer matching contributions considered Traditional IRA contribution?

  Answered 127 views 2 comments 0 points Most recent by KirkH December 2024Retirement Income
• Inherited Roth IRA 5 year inheritance rule

  Answered ✓ 56 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 63 views 2 comments 0 points Most recent by JulieS December 2024Retirement Income
• Roth IRA Withdrawls

  Answered 132 views 4 comments 0 points Most recent by AlexO December 2024Retirement Income
• Excess 2022 Roth Contribution

  172 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 ✓ 4.3K views 2 comments 0 points Most recent by RockRaider July 2024General
• Roth Iras

  Answered 172 views 1 comment 1 point Most recent by MatthewD June 2024Retirement Income
• How can I mark Traditional IRA contribution as non-deductible?

  Answered ✓ 2.4K views 1 comment 0 points Most recent by Henry April 2024General
• Roth Excess with Low MAGI

  53 views 1 comment 0 points Most recent by rachels April 2024Filing my taxes