Individual Retirement Accounts (IRAs) & Taxes

Introduction

Introduction

Documents to Download for Reference

PDF - 205 (IRA) Individual Retirement Account

205 (IRA) Individual Retirement Account

PDF - 210 What's New & Reminders

210 What's New & Reminders

PDF - 214 Introduction

214 Introduction

PDF - 217 Table How Are a Traditional IRA and a Roth IRA Different

217 Table How Are a Traditional IRA and a Roth IRA Different

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Traditional (IRAs) Individual Retirement Account

PDF - 305 Traditional IRAs Introduction & What Is Compensation

305 Traditional IRAs Introduction & What Is Compensation

PDF - 308 How Can a Traditional IRA Be Opened

308 How Can a Traditional IRA Be Opened

PDF - 310 How Can a Traditional IRA Be Opened Individual Retirement Account

310 How Can a Traditional IRA Be Opened Individual Retirement Account

PDF - 314 Individual Retirement Annuity

314 Individual Retirement Annuity

PDF - 321 SIMPLE IRAs

321 SIMPLE IRAs

PDF - 324 Simplified Employee Pension (SEP)

324 Simplified Employee Pension (SEP)

PDF - 327 How Much Can Be Contributed

327 How Much Can Be Contributed

PDF - 331 General Limit

331 General Limit

PDF - 334 Kay Bailey Hutchison Spousal IRA Limit

334 Kay Bailey Hutchison Spousal IRA Limit

PDF - 337 Filing Status

337 Filing Status

PDF - 341 Less & More Than Maximum Contributions

341 Less & More Than Maximum Contributions

PDF - 344 When Can Contributions Be Made

344 When Can Contributions Be Made

PDF - 347 How Much Can You Deduct

347 How Much Can You Deduct

PDF - 351 Are You Covered by an Employer Plan

351 Are You Covered by an Employer Plan

PDF - 354 Limit if Covered by Employer Plan

354 Limit if Covered by Employer Plan

PDF - 354 Tax Software Limit if Covered by Employer Plan

354 Tax Software Limit if Covered by Employer Plan

PDF - 357 Figure Reduced IRA Deduction & Reporting Deduction Contributions

357 Figure Reduced IRA Deduction & Reporting Deduction Contributions

PDF - 361 Nondeductible Contributions

361 Nondeductible Contributions

PDF - 364 Examples—Worksheet for Reduced IRA Deduction for 2018

364 Examples—Worksheet for Reduced IRA Deduction for 2018

PDF - 367 What if You Inherit an IRA

367 What if You Inherit an IRA

PDF - 371 Can You Move Retirement Plan Assets

371 Can You Move Retirement Plan Assets

PDF - 374 Trustee-to-Trustee Transfer

374 Trustee-to-Trustee Transfer

PDF - 377 Can You Move Retirement Plan Assets Rollovers

377 Can You Move Retirement Plan Assets Rollovers

PDF - 381 Time Limit for Making a Rollover Contribution

381 Time Limit for Making a Rollover Contribution

PDF - 383 Rollover From One IRA Into Another

383 Rollover From One IRA Into Another

PDF - 387 Rollover From Employer's Plan Into an IRA

387 Rollover From Employer's Plan Into an IRA

PDF - 391 Rollover Chart

391 Rollover Chart

PDF - 394 Transfers Incident to Divorce

394 Transfers Incident to Divorce

PDF - 397 Converting From Any Traditional IRA Into a Roth IRA

397 Converting From Any Traditional IRA Into a Roth IRA

PDF - 407 When Can You Withdraw or Use Assets

407 When Can You Withdraw or Use Assets

PDF - 411 Contributions Returned Before Due Date of Return

411 Contributions Returned Before Due Date of Return

PDF - 414 Prohibited Transactions

414 Prohibited Transactions

PDF - 417 Prohibited Transactions

417 Prohibited Transactions

PDF - 421 Exempt Transactions

421 Exempt Transactions

PDF - 424 Investment in Collectibles

424 Investment in Collectibles

PDF - 427 Excess Contributions

427 Excess Contributions

PDF - 434 Reporting Additional Taxes

434 Reporting Additional Taxes

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Roth (IRAs) - Roth Individual Retirement Account

PDF - 505 Roth IRAs Introduction

505 Roth IRAs Introduction

PDF - 510 What Is a Roth IRA

510 What Is a Roth IRA

PDF - 514 Can You Contribute to a Roth IRA

514 Can You Contribute to a Roth IRA

PDF - 517 How Much Can Be Contributed

517 How Much Can Be Contributed

PDF - 521 Table Effect of Modified AGI on Roth IRA Contribution

521 Table Effect of Modified AGI on Roth IRA Contribution

PDF - 524 When Can You Make Contributions & What if You Contribute Too Much

524 When Can You Make Contributions & What if You Contribute Too Much

PDF - 527 Can You Move Amounts Into a Roth IRA

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Retirement Savings Contributions Credit

PDF - 610 Contributions Credit What’s New & Introduction

610 Contributions Credit What’s New & Introduction

PDF - 615 Contributions Credit Can you claim the credit

615 Contributions Credit Can you claim the credit

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