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Taxact sign Index Symbols 10% additional tax, Early Distributions Tax, Age 59½ Rule, Additional 10% tax 2-year rule SIMPLE IRAs, Two-year rule. Taxact sign 20% withholding, Other withholding rules. Taxact sign 5-year rule, 5-year rule. Taxact sign , Death before required beginning date. Taxact sign 6% excise tax on excess contributions to Roth IRAs, What if You Contribute Too Much? 60-day period for rollovers, Time Limit for Making a Rollover Contribution A Account balance, IRA account balance. Taxact sign Additional taxes, What Acts Result in Penalties or Additional Taxes?, Additional 10% tax (see also Penalties) Reporting, Reporting Additional Taxes Adjusted gross income (AGI), Modified adjusted gross income (AGI). Taxact sign , Modified AGI. Taxact sign (see also Modified adjusted gross income (AGI)) Retirement savings contributions credit, Adjusted gross income. Taxact sign Age 50 Contributions, General Limit Age 59 1/2 rule, Age 59½ Rule Age 70 1/2 rule, Age 70½ rule. Taxact sign Required minimum distributions, Distributions after the required beginning date. Taxact sign Age limit Traditional IRA, When Can Contributions Be Made? Airline payments, Rollover of Airline Payments Alimony, Alimony and separate maintenance. Taxact sign Annuity contracts, Annuity or endowment contracts. Taxact sign Borrowing on, Borrowing on an annuity contract. Taxact sign Distribution from insurance company, Annuity distributions from an insurance company. Taxact sign Distribution from IRA account, Distribution of an annuity contract from your IRA account. Taxact sign Early distributions, Annuity. Taxact sign Assistance (see Tax help) B Basis Inherited IRAs, IRA with basis. Taxact sign Roth IRAs, Basis of distributed property. Taxact sign Traditional IRAs, Cost basis. Taxact sign Beginning date, required, Distributions after the required beginning date. Taxact sign Beneficiaries, IRA Beneficiaries, Death before required beginning date. Taxact sign Change of, Change of beneficiary. Taxact sign Death of beneficiary, Death of a beneficiary. Taxact sign Early distributions to, Beneficiary. Taxact sign Individual as, Beneficiary an individual. Taxact sign More than one, More than one beneficiary. Taxact sign , Multiple individual beneficiaries. Taxact sign Not an individual, Beneficiary not an individual. Taxact sign Roth IRAs, Distributions to beneficiaries. Taxact sign Sole beneficiary spouse more than 10 years younger, Sole beneficiary spouse who is more than 10 years younger. Taxact sign Bond purchase plans Rollovers from, Rollover from bond purchase plan. Taxact sign Bonds, retirement (see Individual retirement bonds) Broker's commissions, Brokers' commissions. Taxact sign , Brokers' commissions. Taxact sign C Change in marital status, Change in marital status. Taxact sign Change of beneficiary, Change of beneficiary. Taxact sign Charitable distributions, qualified, Qualified charitable distributions. Taxact sign Collectibles, Investment in Collectibles, Collectibles. Taxact sign Community property, Community property laws. Taxact sign Compensation Alimony, Alimony and separate maintenance. Taxact sign Defined, What Is Compensation? Nontaxable combat pay, Nontaxable combat pay. Taxact sign Self-employment, Self-employment loss. Taxact sign Wages, salaries, etc. Taxact sign , Wages, salaries, etc. Taxact sign Conduit IRAs, IRA as a holding account (conduit IRA) for rollovers to other eligible plans. Taxact sign Contribution limits More than one IRA, More than one IRA. Taxact sign Contributions Designating the year, Designating year for which contribution is made. Taxact sign Distributions in same year as, Both contributions for 2013 and distributions in 2013. Taxact sign Excess (see Excess contributions) Less than maximum, Less Than Maximum Contributions Matching (SIMPLE), Matching contributions. Taxact sign Nondeductible (see Nondeductible contributions) Not required, Contributions not required. Taxact sign Qualified reservist repayments, Qualified reservist repayments. Taxact sign Recharacterizing (see Recharacterization) Retirement savings contributions credit, Eligible contributions. Taxact sign Roth IRAs, Can You Contribute to a Roth IRA?, Applying excess contributions. Taxact sign SIMPLE plans, How Are Contributions Made?, How Much Can Be Contributed on Your Behalf? Traditional IRAs, How Much Can Be Contributed?, More Than Maximum Contributions When to contribute, When Can Contributions Be Made? Withdrawing before due date of return, Contributions Returned Before Due Date of Return Conversions From SIMPLE IRAs, Converting from a SIMPLE IRA. Taxact sign To Roth IRAs, Conversions Credits Retirement savings contributions credit, Retirement Savings Contributions Credit (Saver's Credit), How to figure and report the credit. Taxact sign D Death of beneficiary, Death of a beneficiary. Taxact sign Deductions Figuring reduced IRA deduction, How To Figure Your Reduced IRA Deduction Phaseout, Deduction Phaseout Traditional IRAs, How Much Can You Deduct?, Examples — Worksheet for Reduced IRA Deduction for 2013 Deemed IRAs, Reminders, Reminders Defined benefit plans, Defined benefit plan. Taxact sign Defined contribution plans, Defined contribution plan. Taxact sign Disabilities, persons with Early distributions to, Disabled. Taxact sign Distributions After required beginning date, Distributions after the required beginning date. Taxact sign Age 59 1/2 rule, Age 59½ Rule Beneficiaries (see Beneficiaries) Contributions in same year as, Both contributions for 2013 and distributions in 2013. Taxact sign Delivered outside U. Taxact sign S. Taxact sign , IRA distributions delivered outside the United States. Taxact sign Figuring nontaxable and taxable amounts, Figuring the Nontaxable and Taxable Amounts From individual retirement accounts, Distributions from individual retirement account. Taxact sign From individual retirement annuities, Distributions from individual retirement annuities. Taxact sign Fully or partly taxable, Distributions Fully or Partly Taxable Income from, Income from IRA distributions. Taxact sign Inherited IRAs (see Inherited IRAs) Insufficient, Excess Accumulations (Insufficient Distributions) Qualified charitable, Qualified charitable distributions. Taxact sign Qualified HSA funding, One-time qualified HSA funding distribution. Taxact sign Qualified reservist, Qualified reservist distributions. Taxact sign Roth IRAs, Are Distributions Taxable?, How Do You Figure the Taxable Part? Ordering rules for, Ordering Rules for Distributions Recapture amount, Figuring your recapture amount. Taxact sign SIMPLE IRAs, Are Distributions Taxable? Taxable status of, Are Distributions Taxable? Divorce Rollovers by former spouse, Distributions under divorce or similar proceedings (alternate payees). Taxact sign Transfers incident to, Transfers Incident To Divorce E Early distributions, What Acts Result in Penalties or Additional Taxes?, Early Distributions, Nondeductible contributions. Taxact sign (see also Penalties) Age 59 1/2 rule, Age 59½ Rule Defined, Early distributions defined. Taxact sign Disability exception, Disabled. Taxact sign First-time homebuyers, exception, First home. Taxact sign Higher education expenses, exception, Higher education expenses. Taxact sign Medical insurance, exception, Medical insurance. Taxact sign Roth IRAs, Additional Tax on Early Distributions SIMPLE IRAs, Additional Tax on Early Distributions Tax, Early Distributions Tax Unreimbursed medical expenses, exception, Unreimbursed medical expenses. Taxact sign Education expenses, Higher education expenses. Taxact sign Employer and employee association trust accounts, Employer and Employee Association Trust Accounts Employer plans Covered by, Covered by an employer retirement plan. Taxact sign Year(s) covered, For Which Year(s) Are You Covered? Employer retirement plans, Are You Covered by an Employer Plan? Defined benefit plans, Defined benefit plan. Taxact sign Defined contribution plans, Defined contribution plan. Taxact sign Effect of modified AGI on deduction (Table 1-2), Table 1-2. Taxact sign Effect of Modified AGI1 on Deduction if You Are Covered by a Retirement Plan at Work Limit if covered by, Limit if Covered by Employer Plan Prohibited transactions, Trust account set up by an employer or an employee association. Taxact sign Endowment contracts (see Annuity contracts) Estate tax, Estate tax. Taxact sign Deduction for inherited IRAs, Federal estate tax deduction. Taxact sign Excess accumulations, Excess Accumulations (Insufficient Distributions), Make up of shortfall in distribution. Taxact sign Roth IRAs, Distributions After Owner's Death Excess contributions, Excess Contributions Closed tax year, Closed tax year. Taxact sign Deducted in earlier year, Excess contribution deducted in an earlier year. Taxact sign Deducting in a later year, Deducting an Excess Contribution in a Later Year Due to incorrect rollover information, Excess due to incorrect rollover information. Taxact sign Recharacterizing, Recharacterizing excess contributions. Taxact sign Roth IRAs, What if You Contribute Too Much? Tax, Excess Contributions Tax Withdrawn after due date of return, Excess Contributions Withdrawn After Due Date of Return Withdrawn by due date of return, Excess Contributions Withdrawn by Due Date of Return Exempt transactions, Exempt Transactions Exxon Valdez settlement income, Rollover of Exxon Valdez Settlement Income , Rollover of Exxon Valdez Settlement Income F Failed financial institutions, Failed financial institutions. Taxact sign Federal judges, Federal judges. Taxact sign Fiduciaries Prohibited transactions, Fiduciary. Taxact sign Filing before IRA contribution is made, Filing before a contribution is made. Taxact sign Filing status, Filing Status Deduction phaseout and, Filing status. Taxact sign Firefighters, volunteer, Volunteer firefighters. Taxact sign First-time homebuyers, First home. Taxact sign Five-year rule (see 5-year rule) Form 1040 Modified AGI calculation from, Form 1040. Taxact sign , Form 1040NR. Taxact sign Form 1040A Modified AGI calculation from, Form 1040A. Taxact sign Form 1099-R, Reporting and Withholding Requirements for Taxable Amounts Distribution code 1 used on, Form 5329 not required. Taxact sign Letter codes used on, Letter codes. Taxact sign Number codes used on, Number codes. Taxact sign Withdrawal of excess contribution, Form 1099-R. Taxact sign Form 5329, Additional 10% tax, Reporting the tax. Taxact sign , Reporting Additional Taxes Recapture tax, Recapture tax for changes in distribution method under equal payment exception. Taxact sign Form 8606, Form 8606. Taxact sign , Form 8606. Taxact sign , Reporting your nontaxable distribution on Form 8606. Taxact sign , Figuring the Nontaxable and Taxable Amounts Failure to file, penalty, Penalty for failure to file Form 8606. Taxact sign Form 8880, How to figure and report the credit. Taxact sign Form W-2 Employer retirement plans, Are You Covered by an Employer Plan? Free tax services, Free help with your tax return. Taxact sign Frozen deposits, Frozen deposit. Taxact sign Full-time student Retirement savings contributions credit, Full-time student. Taxact sign H Help (see Tax help) Higher education expenses, Higher education expenses. Taxact sign How to Set up an IRA, How Can a Traditional IRA Be Opened? Treat withdrawn contributions, How to treat withdrawn contributions. Taxact sign HSA funding distributions, qualified, One-time qualified HSA funding distribution. Taxact sign I Individual retirement accounts, Individual Retirement Account Distributions from, Distributions from individual retirement account. Taxact sign Individual retirement annuities, Individual Retirement Annuity Distributions from, Distributions from individual retirement annuities. Taxact sign Individual retirement arrangements (IRAs) How to set up, How Can a Traditional IRA Be Opened? When to set up, When Can a Traditional IRA Be Opened? Individual retirement bonds, Individual Retirement Bonds Cashing in, Cashing in retirement bonds. Taxact sign Inherited IRAs, What if You Inherit an IRA?, More information. Taxact sign Rollovers, Inherited IRAs. Taxact sign Insufficient distributions, Excess Accumulations (Insufficient Distributions) Interest on IRA, Reminders Investment in collectibles Collectibles defined, Collectibles. Taxact sign Exception, Exception. Taxact sign K Kay Bailey Hutchison Spousal IRAs Contribution limits, Kay Bailey Hutchison Spousal IRA Limit Deductions, Kay Bailey Hutchison Spousal IRA. Taxact sign Roth IRA contribution limits, Can you contribute to a Roth IRA for your spouse? Keogh plans Rollovers from, Keogh plans and rollovers. Taxact sign L Last-in first-out rule, Last-in first-out rule. Taxact sign Life expectancy, Life expectancy. Taxact sign Life insurance, Life insurance contract. Taxact sign Losses Roth IRAs, Recognizing Losses on Investments Traditional IRAs, Recognizing Losses on Traditional IRA Investments M Marital status, change in, Change in marital status. Taxact sign Matching contributions (SIMPLE), Matching contributions. Taxact sign Medical expenses, unreimbursed, Unreimbursed medical expenses. Taxact sign Medical insurance, Medical insurance. Taxact sign Military death gratuities, Military Death Gratuities and Servicemembers' Group Life Insurance (SGLI) Payments Minimum distribution (see Required minimum distribution) Missing children, photographs of, Reminders Modified adjusted gross income (AGI) Employer retirement plan coverage and deduction (Table 1-2), Table 1-2. Taxact sign Effect of Modified AGI1 on Deduction if You Are Covered by a Retirement Plan at Work Figuring (Worksheet 1-1), Worksheet 1-1. Taxact sign Figuring Your Modified AGI No employer retirement plan coverage and deduction (Table 1-3), Table 1-3. Taxact sign Effect of Modified AGI1 on Deduction if You Are NOT Covered by a Retirement Plan at Work Roth IRAs, Modified AGI. Taxact sign Effect on contribution amount (Table 2-1), Table 2-1. Taxact sign Effect of Modified AGI on Roth IRA Contribution More than one beneficiary, More than one beneficiary. Taxact sign More than one IRA, More than one IRA. Taxact sign Recharacterization, More than one IRA. Taxact sign Required minimum distribution, More than one IRA. Taxact sign N Nondeductible contributions, Nondeductible Contributions, Nondeductible contributions. Taxact sign Failure to report, Failure to report nondeductible contributions. Taxact sign Overstatement penalty, Penalty for overstatement. Taxact sign Notice Qualified employer plan to provide prior to rollover distribution, Written explanation to recipients. Taxact sign Rollovers, Rollover notice. Taxact sign P Partial rollovers, Partial rollovers. Taxact sign , Partial rollover. Taxact sign Penalties, What Acts Result in Penalties or Additional Taxes?, Form 5329 not required. Taxact sign Early distributions, Early Distributions, Nondeductible contributions. Taxact sign Excess accumulations, Excess Accumulations (Insufficient Distributions), Make up of shortfall in distribution. Taxact sign Excess contributions, Excess Contributions Roth IRAs, What if You Contribute Too Much? Exempt transactions, Exempt Transactions, Services received at reduced or no cost. Taxact sign Failure to file Form 8606, Penalty for failure to file Form 8606. Taxact sign Overstatement of nondeductible contributions, Penalty for overstatement. Taxact sign Prohibited transactions, Prohibited Transactions, Services received at reduced or no cost. Taxact sign Reporting, Reporting Additional Taxes SIMPLE IRAs, Additional Tax on Early Distributions Phaseout of deduction, Deduction Phaseout Pledging account as security, Pledging an account as security. Taxact sign Prohibited transactions, Prohibited Transactions, Services received at reduced or no cost. Taxact sign Taxes on, Taxes on prohibited transactions. Taxact sign Publications (see Tax help) Q Qualified charitable distributions, Qualified charitable distributions. Taxact sign Qualified domestic relations orders (QDROs), Qualified domestic relations order. Taxact sign Qualified settlement income, Rollover of Exxon Valdez Settlement Income , Rollover of Exxon Valdez Settlement Income R Recapture tax Changes in distribution method, Recapture tax for changes in distribution method under equal payment exception. Taxact sign Receivership distributions, Receivership distributions. Taxact sign Recharacterization, Recharacterizations, More than one IRA. Taxact sign Determining amount of net income due to contribution and total amount to be recharacterized (Worksheet 1-3), Worksheet 1-3. Taxact sign Determining the Amount of Net Income Due To an IRA Contribution and Total Amount To Be Recharacterized Reporting, Reporting a Recharacterization SIMPLE employer contributions, Recharacterizing employer contributions. Taxact sign Timing of, Timing. Taxact sign Reconversion, Reconversions Recordkeeping requirements Traditional IRAs, Nondeductible Contributions Reporting Additional taxes, Reporting Additional Taxes Deductible contributions, Reporting Deductible Contributions Nontaxable distribution on Form 8606, Reporting your nontaxable distribution on Form 8606. Taxact sign Recharacterization, Reporting a Recharacterization Rollovers From employer plans, Reporting rollovers from employer plans. Taxact sign From IRAs, Reporting rollovers from IRAs. Taxact sign Taxable amounts, Reporting and Withholding Requirements for Taxable Amounts Taxable distributions, Reporting taxable distributions on your return. Taxact sign Required beginning date, Distributions after the required beginning date. Taxact sign Required minimum distribution, Reminders, When Must You Withdraw Assets? (Required Minimum Distributions), Annuity distributions from an insurance company. Taxact sign Distribution period, Distribution period. Taxact sign During lifetime, Distributions during your lifetime. Taxact sign Figuring, Figuring the Owner's Required Minimum Distribution For beneficiary, Figuring the Beneficiary's Required Minimum Distribution Table to use, Which Table Do You Use To Determine Your Required Minimum Distribution? In year of owner's death, Distributions in the year of the owner's death. Taxact sign Installments allowed, Installments allowed. Taxact sign More than one IRA, More than one IRA. Taxact sign Sole beneficiary spouse who is more than 10 years younger, Sole beneficiary spouse who is more than 10 years younger. Taxact sign Reservists, Reservists. Taxact sign Qualified reservist distribution, Qualified reservist distributions. Taxact sign Qualified reservist repayments, Qualified reservist repayments. Taxact sign Retirement bonds (see Individual retirement bonds) Retirement savings contributions credit, Retirement Savings Contributions Credit (Saver's Credit), How to figure and report the credit. Taxact sign Rollovers, Rollovers, Reporting rollovers from employer plans. Taxact sign Airline payments, Rollover of Airline Payments Amount, Amount. Taxact sign Choosing an option (Table 1-5), Table 1-5. Taxact sign Comparison of Payment to You Versus Direct Rollover Completed after 60-day period, Rollovers completed after the 60-day period. Taxact sign Conduit IRAs, IRA as a holding account (conduit IRA) for rollovers to other eligible plans. Taxact sign Direct rollover option, Direct rollover option. Taxact sign Extension of period, Extension of rollover period. Taxact sign From bond purchase plan, Rollover from bond purchase plan. Taxact sign From employer's plan into a Roth IRA, Rollover From Employer's Plan Into a Roth IRA From employer's plan into an IRA, Rollover From Employer's Plan Into an IRA From Keogh plans, Keogh plans and rollovers. Taxact sign From one IRA into another, Rollover From One IRA Into Another From Roth IRAs, Rollover From a Roth IRA From traditional IRA, Kinds of rollovers from a traditional IRA. Taxact sign Inherited IRAs, Inherited IRAs. Taxact sign Nonspouse beneficiary, Rollover by nonspouse beneficiary. Taxact sign Notice, Rollover notice. Taxact sign Partial, Partial rollovers. Taxact sign , Partial rollover. Taxact sign SIMPLE IRAs, Rollovers and Transfers Exception Tax treatment of rollover from traditional IRA to eligible retirement plan other than an IRA, Tax treatment of a rollover from a traditional IRA to an eligible retirement plan other than an IRA. Taxact sign Time limit, Time Limit for Making a Rollover Contribution To Roth IRAs, Conversion methods. Taxact sign To traditional IRA, Kinds of rollovers to a traditional IRA. Taxact sign Waiting period between, Waiting period between rollovers. Taxact sign , No waiting period between rollovers. Taxact sign Withholding (see Withholding) Roth IRAs, Roth IRAs, Distributions After Owner's Death Age limit, Is there an age limit for contributions? Contribution limit reduced, Contribution limit reduced. Taxact sign Contributions, Can You Contribute to a Roth IRA?, Applying excess contributions. Taxact sign Timing of, When Can You Make Contributions? To traditional IRAs and to Roth IRAs, Roth IRAs and traditional IRAs. Taxact sign Conversion, Converting From Any Traditional IRA Into a Roth IRA, Conversion by rollover from traditional to Roth IRA. Taxact sign , Recharacterizing to a SEP IRA or SIMPLE IRA. Taxact sign , Conversions Defined, What Is a Roth IRA? Distributions, Are Distributions Taxable?, How Do You Figure the Taxable Part? After death of owner, Distributions After Owner's Death Insufficient, Distributions After Owner's Death Ordering rules for, Ordering Rules for Distributions Early distributions, Additional Tax on Early Distributions Excess accumulations, Distributions After Owner's Death Excess contributions, What if You Contribute Too Much? Figuring taxable part, How Do You Figure the Taxable Part? Losses, Recognizing Losses on Investments Modified AGI Effect on contribution amount (Table 2-1), Table 2-1. Taxact sign Effect of Modified AGI on Roth IRA Contribution Figuring (Worksheet 2-1), Worksheet 2-1. Taxact sign Modified Adjusted Gross Income for Roth IRA Purposes Rollovers from, Rollover From a Roth IRA Setting up, When Can a Roth IRA Be Opened? Spouse, Can you contribute to a Roth IRA for your spouse? Traditional IRAs converted into, Converting From Any Traditional IRA Into a Roth IRA Withdrawing or using assets, Must You Withdraw or Use Assets? S Salary reduction arrangement, What Is a SIMPLE Plan? Savings Incentive Match Plans for Employees (see SIMPLE IRAs) Section 501(c)(18) plan, General Limit, Kay Bailey Hutchison Spousal IRA Limit Self-employed persons Deductible contributions, Self-employed. Taxact sign Income of, Self-employment income. Taxact sign SIMPLE plans, Self-employed individual. Taxact sign SEP IRAs Recharacterizing to, Recharacterizing to a SEP IRA or SIMPLE IRA. Taxact sign Separated taxpayers Filing status of, Lived apart from spouse. Taxact sign Servicemembers group life insurance, Military Death Gratuities and Servicemembers' Group Life Insurance (SGLI) Payments Services received at reduced or no cost, Services received at reduced or no cost. Taxact sign SIMPLE IRAs, Savings Incentive Match Plans for Employees (SIMPLE), Two-year rule. Taxact sign Contributions, How Are Contributions Made?, How Much Can Be Contributed on Your Behalf? Conversion from, Converting from a SIMPLE IRA. Taxact sign Distributions, Are Distributions Taxable? Early distributions, , Additional Tax on Early Distributions Eligible employees, Eligible Employees Penalties, Additional Tax on Early Distributions Recharacterizing to, Recharacterizing to a SEP IRA or SIMPLE IRA. Taxact sign Rollovers, Rollovers and Transfers Exception Salary reduction contribution limits, Salary reduction contributions limit. Taxact sign Self-employed persons, Self-employed individual. Taxact sign SIMPLE plan, defined, What Is a SIMPLE Plan? Traditional IRA, mistakenly moved to, Traditional IRA mistakenly moved to SIMPLE IRA. Taxact sign , Traditional IRA mistakenly moved to SIMPLE IRA. Taxact sign Two-year rule, Two-year rule. Taxact sign Withdrawing or using assets, When Can You Withdraw or Use Assets? Simplified employee pensions (SEPs), Simplified Employee Pension (SEP) Social Security recipients, Social Security Recipients Spousal IRAs (see Kay Bailey Hutchison Spousal IRAs or Inherited IRAs) Students Education expenses, Higher education expenses. Taxact sign Retirement savings contributions credit, Full-time student. Taxact sign Surviving spouse, Surviving spouse. Taxact sign , Surviving spouse. Taxact sign Rollovers by, Distributions received by a surviving spouse. Taxact sign T Tables Modified AGI Employer retirement plan coverage and deduction (Table 1-2), Table 1-2. Taxact sign Effect of Modified AGI1 on Deduction if You Are Covered by a Retirement Plan at Work No employer retirement plan coverage and deduction (Table 1-3), Table 1-3. Taxact sign Effect of Modified AGI1 on Deduction if You Are NOT Covered by a Retirement Plan at Work Roth IRAs, effect on contribution (Table 2-1), Table 2-1. Taxact sign Effect of Modified AGI on Roth IRA Contribution Rollover vs. Taxact sign direct payment to taxpayer (Table 1-5), Table 1-5. Taxact sign Comparison of Payment to You Versus Direct Rollover Using this publication (Table I-1), Table I-1. Taxact sign Using This Publication Tax advantages of IRAs, What are some tax advantages of an IRA? Tax credits Retirement savings contributions credit, Retirement Savings Contributions Credit (Saver's Credit), How to figure and report the credit. Taxact sign Tax help, How To Get Tax Help Tax year, Tax year. Taxact sign Tax-sheltered annuities Rollovers from, Distribution from a tax-sheltered annuity. Taxact sign Traditional IRAs, Traditional IRAs, Form 5329 not required. Taxact sign Age 59 1/2 rule, Age 59½ Rule Contribution limits, How Much Can Be Contributed?, More Than Maximum Contributions Contributions, How Much Can Be Contributed?, More Than Maximum Contributions Due date, Contributions must be made by due date. Taxact sign To Roth IRAs and to traditional IRAs, Roth IRAs and traditional IRAs. Taxact sign Converting into Roth IRA, Converting From Any Traditional IRA Into a Roth IRA Cost basis, Cost basis. Taxact sign Deductions, How Much Can You Deduct?, Examples — Worksheet for Reduced IRA Deduction for 2013 Defined, Introduction Disclosures, Required Disclosures Excess contributions, Excess Contributions Inherited IRAs, What if You Inherit an IRA?, More information. Taxact sign Loss of IRA status, Loss of IRA status. Taxact sign Losses, Recognizing Losses on Traditional IRA Investments Mistakenly moved to SIMPLE IRA, Traditional IRA mistakenly moved to SIMPLE IRA. Taxact sign , Traditional IRA mistakenly moved to SIMPLE IRA. Taxact sign Recordkeeping, Nondeductible Contributions Reduced IRA deduction for 2013, Examples — Worksheet for Reduced IRA Deduction for 2013 Rollovers (see Rollovers) Setting up, Who Can Open a Traditional IRA?, Required Disclosures Social Security recipients, Social Security Recipients Transfers, Can You Move Retirement Plan Assets? Types of, Kinds of traditional IRAs. Taxact sign Withdrawing or using assets, When Can You Withdraw or Use Assets?, Excess Contributions Tax Transfers, Can You Move Retirement Plan Assets? Divorce, Transfers Incident To Divorce To Roth IRAs, Transfers to Roth IRAs. Taxact sign , Can You Move Amounts Into a Roth IRA? Trustee to trustee, Trustee-to-Trustee Transfer, Conversion methods. Taxact sign Trustee-to-trustee transfers, Trustee-to-Trustee Transfer To Roth IRAs, Conversion methods. Taxact sign Trustees' fees, Trustees' fees. Taxact sign , Trustees' fees. Taxact sign Trusts As beneficiary, Trust as beneficiary. Taxact sign TTY/TDD information, How To Get Tax Help Two-year rule SIMPLE IRAs, Two-year rule. Taxact sign U Unreimbursed medical expenses, Unreimbursed medical expenses. Taxact sign V Volunteer firefighters, Volunteer firefighters. Taxact sign W Withdrawing or using assets Contribution withdrawal, before due date of return, Contributions Returned Before Due Date of Return Roth IRAs, Must You Withdraw or Use Assets? SIMPLE IRAs, When Can You Withdraw or Use Assets? Traditional IRAs, When Can You Withdraw or Use Assets?, Excess Contributions Tax Withholding, Reporting and Withholding Requirements for Taxable Amounts, Withholding. Taxact sign Direct rollover option, Withholding. Taxact sign Eligible rollover distribution paid to taxpayer, Withholding requirement. Taxact sign Worksheets Figuring amount of net income due to IRA contribution and total amount to be recharacterized (Worksheet 1-3), Worksheet 1-3. Taxact sign Determining the Amount of Net Income Due To an IRA Contribution and Total Amount To Be Recharacterized Figuring modified AGI (Worksheet 1-1), Worksheet 1-1. Taxact sign Figuring Your Modified AGI Roth IRAs Figuring modified AGI (Worksheet 2-1), Worksheet 2-1. Taxact sign Modified Adjusted Gross Income for Roth IRA Purposes Prev  Up     Home   More Online Publications
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Taxact sign Publication 584 - Introductory Material Table of Contents What's New Introduction How To Use This Workbook What's New Future developments. Taxact sign  The IRS has created a page on IRS. Taxact sign gov for information about Publication 584, at www. Taxact sign irs. Taxact sign gov/pub584. Taxact sign Information about any future developments affecting Publication 584 (such as legislation enacted after we release it) will be posted on that page. Taxact sign Introduction This workbook is designed to help you figure your loss on personal-use property in the event of a disaster, casualty, or theft. Taxact sign It contains schedules to help you figure the loss to your main home, its contents, and your motor vehicles. Taxact sign However, these schedules are for your information only. Taxact sign You must complete Form 4684, Casualties and Thefts, to report your loss. Taxact sign How To Use This Workbook You can use this workbook by following these five steps. Taxact sign Read Publication 547 to learn about the tax rules for casualties, disasters, and thefts. Taxact sign Know the definitions of cost or other basis and fair market value, discussed later. Taxact sign Fill out Schedules 1 through 20. Taxact sign Read the instructions for Form 4684. Taxact sign Fill out Form 4684 using the information you entered in Schedules 1 through 20. Taxact sign Use the chart below to find out how to use Schedules 1 through 19 to fill out Form 4684. Taxact sign Take what's in each row of. Taxact sign . Taxact sign . Taxact sign And enter it on Form 4684. Taxact sign . Taxact sign . Taxact sign Column 1 Line 1 Column 2 Line 2 Column 3 Line 3 Column 4 Line 4 Column 5 Line 5 Column 6 Line 6 Column 7 Line 7 Column 8 Line 8 Column 9 Line 9 Prev  Up  Next   Home   More Online Publications