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Category: IRA/Pension Distributions
3 Articles
Orange arrow How do I claim a recharacterization of an IRA?

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  https://www.irs.gov/pub/irs-pdf/i8606.pdf?_ga=1.190564908.622946967.1467065268 You may be able to treat a contribution made to one type of IRA as having been made to a different type of IRA. This is called recharacterizing the contribution. To recharacterize a contribution, you generally must h...
Orange arrow What are the contribution limits for a traditional and Roth IRA?

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  The Roth IRA Contribution limitations are determined by your filing status. See IRS Publication 590 under Roth IRA Contribution Limitations. https://www.irs.gov/retirement-plans/plan-participant-employee/amount-of-roth-ira-contributions-that-you-can-make-for-2020...
Orange arrow Form 5329 Exceptions

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  Distributions from Qualified Tuition Programs (QTP's) or Coverdell Education Savings Accounts (ESA's) made because of attendance by the beneficiary at a U.S. military academy generally are not subject to the 10% additional tax. The tax on early distributions does not apply to the distributions des...

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