So IRA-to-IRA transfers are not reportable on Form 5498, but some IRA providers do report them there, erroneously. To head off such mistakes, it may help (when you are requesting an IRA-to-IRA ...

Every year, your IRA provider reports on your IRA to the IRS. Providers do this with two tiny but powerful tax forms, IRS Forms 1099-R and 5498. A mistake on one of these forms could cost you money or ...

Answer: Your IRA administrator should have sent you a Form 1099-R reporting the distribution, although the form won’t specify that the distribution was a tax-free transfer to charity. Report the ...

If you follow the rules, you can avoid taxes and penalties Jane Meacham has 40 years' experience researching, writing, and editing financial content. She previously worked at Dow Jones & Co. in the ...

If you choose to move some or all of your traditional IRA assets from one institution to another, there are two ways to bring about that transaction. The preferred method (and now truer than ever) has ...

The stay of the effective dates of the amended fiduciary regulation and amended exemptions means that the “old” DOL fiduciary regulation (the 5-part test) and the existing exemptions continue in ...

A little-known rule buried deep on the IRS website presents a once-in-a-lifetime opportunity for clients with a health savings account — the ability to make a contribution directly from an IRA.

Question: I have to take a $20,000 required minimum distribution from my Vanguard IRA this year. I'd like to give $5,000 tax-free to a charity and withdraw the remaining $15,000 for myself. A Vanguard ...