I have two existing accounts with Transamerica that I would like to cash in. Need proper forms. Thanks

Due to my wife's disability, she withdrew 21,000 from her SEP/IRA to pay debts. All of the money put in was paid with post tax money over about 15 years. My tax program shows that all of the 21,000 is taxable....

If I turn 70.5 and am still contributing to my SEP IRA, must I take distributions from it?

I am divorced and paying child support. do i have the legal right to contribute to my sep ira and deduct this from the total i am making before i calculate child support

My husband gets SEP checks every year instead of a regular IRA. However this year the taxes are t done and the checks ar cut however his boss refuses to give it to him. What legal recourse do we have.

Tax implications

What percent of my income can I put into a sep account if I'm self employed?

My mother and i own an annuity together. She is now incapacitated and I have power of attorney. Can I cash out the annuity

Had an IRA with Lincoln Life, transferred one half with local bank & kept this as an Ira in the bank, the remaining one half I used as cash. I am 76 years old, does this disqualify me from using Ira deduction?...

My IRA Advisor said that my new Well is tax deductable. I took money out of my IRA to pay for this new Well. Is what he says true?

I have 2 annuities for which I have recieved 1099R forms. They both show a gross amount in box 1. Box 2a is labeled "taxable amount" which is a much lower figure. Box 5 shows the balance as employee...

Grandpa has alzheimers and is in the nursing home @ $6500/mo. Grandpa needs to apply for Medicaid. Grandma has annuity, Grandpa has an annuity, and they have an old joint annuity with joint ownership and Grandpa...

I have fulfill appropriate application at local government agency for Foot Stamp Program. My application was rejected as a result only that (I and my wife) we have a regular IRA accounts at total amount about $33,000....

If i withdrew money from ira in a bank and open ira in b bank will i have to pay tax?do i have 60 days to deposit money in another bank?

WE INHERITED $37000 IN THE FORM OF AN IRA. THE IRA WERE REDEMMED. HOW DO I ACCOUNT FOR THE MONEY ON THE TAX FORM. I KNOW THE MONEY IS INCOME ,BUT WHAT KIND OF INCOME

I had an IRA account transferred to me from my ex., (court ordered) I have requested that a portion of the funds be turned over to me @25,000, that was on 03/03/08, the company Lincoln Fidelity has yet to honor...

Can I use IRA distribution towards purchase of principal residence and have the interest earned deferred?

My wife has a new Simple IRA plan at work. We also have maximized a Roth IRA. We are each over 60 years old. What are her contribution limits with the rwo IRAs? Does contributing to one limit the contributions...

My husband lost his job aug 06 we used all our savings and had to cash in his 401k to pay the mortgage shouldn't we have had a exemption on that money instead ofhaving it claim as income and any ruling on on...

Any advantage to dividend-producing, tax-free investment in an IRA (munis), that is already sheltered from taxes until distribution, or is the advantage for a taxable investment?

My husband and I moved our retirement money from previous employers into IRA CD's when we moved to a new state. We received statements from the banks with total amount interest earned on said accounts. Do we...

I placed $2,000 in an IRA several years age. It was losing money. In 2007 I withdrew the whoe balance of $1,300. How do I report the withdrawal and Loss on my tax return.

Can I deduct a 6 month IRA on my 2008 tax return for federal and state and if so, what is the maximum deduction for married filing jointly?

I withdrew money from my IRA during the month of July for a new home purchase. My consultant told me that since this purchase was for a first time purchase I would not be penalized. I informed my tax consultant...

I would like to pay off my debt and purchase a home, and wanted to know what the penalities are and also how much would I be taxed at the end of the year?

I have been having trouble with a broker trading options for me. I recently had him close my account and send me a check. I feel he took advantage of me and was making commissions off of me while I didn't...

Do E bonds have a fixed rate based on the time of purchase

Does an IRA count as a taxable income

My husband and I both cashed in a IRA. He is over 59. I am not. What forms do I need to fill out our income taxes.