Get the free 6098 Roth IRA Custodial Application, Plan Agreement and Disclosure (3/2016) - acuonline

Page 3 of 13 6098 / 2400R-C (Rev. 3/2016) 2016 As census, Inc. The depositor named on the application is establishing a Roth individual retirement account under ...

How to fill out 6098 roth ira custodial

How to fill out 6098 Roth IRA Custodial:

1. Start by reading the instructions provided with the form. Familiarize yourself with the requirements and any additional documentation needed.
2. Begin by entering your personal information in Section 1 of the form. This includes your name, address, Social Security number, and date of birth.
3. Move on to Section 2, which pertains to the custodial IRA. Here, you will provide details about the tax year, account number, and the financial institution where the IRA is held.
4. Section 3 requires you to provide information regarding the distribution. Specify the tax year for the distribution, the type of distribution (conversion, recharacterization, or rollover), and the amount distributed.
5. If applicable, complete Section 4 for any recharacterizations or corrections made regarding the distribution.
6. Section 5 requires you to provide information about the individual for whom the IRA is being maintained. Fill in their name, address, Social Security number, and relationship to the account holder.
7. In Section 6, you will need to provide details about the account holder's remuneration. This includes their occupation, employer name and address, and any other sources of income.
8. Indicate the type of retirement plan maintained for the account holder in Section 7. This may include a profit-sharing plan, simplified employee pension (SEP), or others.
9. Complete Section 8 if any excess contribution is being withdrawn from the account. Provide the necessary information, including the year of excess contribution and the amount being withdrawn.
10. Finally, sign and date the form in Section 9, certifying that you have provided accurate information to the best of your knowledge.

Who needs 6098 Roth IRA Custodial:

1. Individuals who have a custodial IRA (Individual Retirement Account) account.
2. Those who have made distributions from their custodial IRA and need to report the details to the Internal Revenue Service (IRS).
3. People who have recharacterized or corrected previous distributions from their custodial IRA.
4. Individuals who need to provide accurate information about the account holder's remuneration and retirement plan maintained.
5. Anyone who wishes to remain compliant with IRS regulations and reporting requirements pertaining to their custodial IRA.

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