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

2447 views 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?

  The Roth IRA Contribution limitations are determined by your filing status. See IRS Publication 590 under Roth IRA Contribution Limitations.
Orange arrow Form 5329 Exceptions

  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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