In the state of Oklahoma, is spousal consent required for the designation of a non-spouse beneficiary on an IRA?
How do we report SEP contributions when the contribution is made after tax reporting date? Extensions?
How do we report the inherited IRAs? How should it be titled?
If our customer makes a late contribution because he or she serves in the military, how do we report?
Is there a new exception for adoptions for IRAs and the 10% penalty?
Do we file a 5498 for each IRA CD?
Do we have to report CD penalties in a distribution?
We have an IRA beneficiary who has inherited an IRA. She is a non-spouse beneficiary of the original IRA, and has named her spouse and daughter as beneficiaries of her inherited IRA (payout account). When calculating FDIC insurance, what ownership category applies to this inherited IRA, is it considered a "certain retirement account" or a revocable trust account?
Can an employee contribute to a SEP IRA?
What is an inherited IRA? Can the customer add money to an inherited IRA?