US Tax Filter: How do I report an asset transfer/rollover from an IRA into a 401k to the IRS so that we are not taxed for the amount? I know you are not my tax advisor. [more inside]
posted by anonymous on May 11, 2009 - 6 answers

Can I opt out of paying income taxes on inherited retirement benefits in the USA? I won't be filing a tax return, anyway. [more inside]
posted by xanthippe on Jul 22, 2008 - 9 answers

Will opening a Solo 401(k) before year's end reduce my modified adjusted gross income (MAGI)? I'm a 28-year-old freelance worker with a sole proprietorship, and I'd like to be able to fully fund my Roth IRA for 2008 [more inside]
posted by anonymous on Jun 26, 2008 - 1 answer

I inherited a proportional share (a third or a half, usually) of several small IRA accounts last March. I have yet to actually claim these inheritances or do rollovers for them, so technically they're still under the name of the decedent. Do I have any tax obligations for these for 2007? Does the decedent (meaning do I have to do anything for the decedent's 2007 return)?
posted by liketitanic on Apr 4, 2008 - 10 answers

I want to buy my first house AND not owe any Federal taxes for 2007...Traditional IRA Perhaps? [more inside]
posted by Smarson on Mar 26, 2008 - 15 answers

Did my 401K just blow my IRA deduction out of the water? [more inside]
posted by kookywon on Feb 15, 2008 - 7 answers

Health Savings Accounts (HSA's) ... Can they be used as just another tax-free retirement account after you max out your Roth IRA? [more inside]
posted by MrBCID on May 16, 2007 - 6 answers

Are there tax consequences from buying and selling stock within a Roth IRA? [more inside]
posted by bink on Oct 14, 2006 - 2 answers

Should I open my Roth IRA now and buy what I can afford, or wait until I can afford the minimum investment in the fund I really like? [more inside]
posted by electric_counterpoint on May 12, 2006 - 9 answers

Tax Attorney Filter: I contributed too much to my Roth IRA 3 years in a row. Should I be worried? [more inside]
posted by sdis on Feb 24, 2006 - 6 answers