Explore the 1,000’s of tax questions answered by professionals.

IRA

A taxpayer has a joint tenancy with rights of survivorship (JTWROS) with her mother (who is alive) for a brokerage .... ... read on

Can a client convert non-deductible traditional IRA contributions into a Roth IRA without tax consequences if they also have a .... ... read on

Is a contribution to a traditional IRA deductible on Line 32 of Form 1040 if it is also included in .... ... read on

When you convert a non-deductible traditional IRA to a Roth, do you also need to convert a portion of deductible .... ... read on

How does an individual use a "carried interest" stake to increase their IRA account? ... read on

If you fund your IRA with shares held in a non-retirement account such as a mutual fund, what impact will .... ... read on

In February 2014, I withdrew $10,000 from my SEP-IRA for personal expenses. I did not roll it over within 60 .... ... read on

In February 2014, I withdrew $10,000 from my SEP-IRA for personal expenses. I did not roll it over within 60 .... ... read on

Can you contribute mutual fund shares to a traditional or roth IRA? Specifically, if you have 2,000 shares of .... ... read on

Can my client that has a Roth IRA and Traditional IRA rollover, make non-deductible traditional IRA contributions and only convert .... ... read on