Roth IRA

Discussion List

• Where do I report a traditional IRA to Roth IRA conversion?

  Answered ✓ 59 views 1 comment 0 points Most recent by DaveT March 28Retirement Income
• Over Contributed Roth IRA

  Question 17 views 0 comments 0 points Started by jigss1987 March 26 Filing my taxes
• Reporting 1099r code J

  Answered 47 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 ✓ 1.4K 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 51 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 74 views 5 comments 2 points Most recent by CoryF March 4Income
• Excess IRA Contribution 2024

  Answered 172 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 128 views 1 comment 0 points Most recent by JMSSGV February 27Income
• Messed up backdoor IRA: Reporting excess Roth IRA contribution properly

  Answered 94 views 1 comment 0 points Most recent by KeriC February 21Filing my taxes
• Excess Roth IRA Contributions 2024

  Answered 267 views 1 comment 0 points Most recent by KeriC February 21Retirement Income
• Roth IRA Contribution Warning, without going over limit

  Answered 59 views 1 comment 0 points Most recent by KristineS February 13Filing my taxes
• Help with cost basis on Roth IRA non-qualified distribution

  73 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 547 views 1 comment 0 points Most recent by PhillipB February 11Filing my taxes
• Rule of 55 Roth distribution partially taxed - form 5329

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

  Answered ✓ 744 views 1 comment 0 points Most recent by ChipGirl January 26Retirement Income
• 1099-R Question For A Roth IRA Rollover Conversion

  627 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 520 views 1 comment 0 points Most recent by AleceN January 14Filing my taxes
• What are the income limitations on Roth IRA contributions?

  Answered ✓ 130 views 2 comments 0 points Most recent by KirkH December 2024Retirement Income
• Employer matching contributions considered Traditional IRA contribution?

  Answered 95 views 2 comments 0 points Most recent by KirkH December 2024Retirement Income
• Inherited Roth IRA 5 year inheritance rule

  Answered ✓ 55 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 58 views 2 comments 0 points Most recent by JulieS December 2024Retirement Income
• Roth IRA Withdrawls

  Answered 116 views 4 comments 0 points Most recent by AlexO December 2024Retirement Income
• Excess 2022 Roth Contribution

  144 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 ✓ 3.5K views 2 comments 0 points Most recent by RockRaider July 2024General
• Roth Iras

  Answered 161 views 1 comment 1 point Most recent by MatthewD June 2024Retirement Income
• How can I mark Traditional IRA contribution as non-deductible?

  Answered ✓ 2K 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
• generating a form 8606

  Answered ✓ 3.1K views 4 comments 0 points Most recent by RyanZ March 2024General