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SEP Plans SIMPLE Plans Roth IRA Plans[1] Total contributions(1)(2)(3)(4)(5)(6)(7)(8)(9)(10)(11)(12)End-of-year fair market valuen.a.N/A[2] Roth conversions[3] Withdrawals[4]Total �Table 1. Taxpayers with Individual Retirement Arrangement (IRA) Plans, by Type of Plan, Tax Year 2009
(All figures are estimates based on samples - money amounts are in thousands of dollars)f�Note: Details may not add to total due to rounding.
n.a. -- Not available
N/A -- Not applicable
[1] For SEP and SIMPLE plans, total contributions include contributions made by the taxpayer directly as well as those made by an employer.
[2] For tax Year 2008 owners of traditional IRAs were able to convert traditional IRAs to Roth IRAs as long as they met the income limitations for making Roth IRA contributions. Under certain circumstances, SEP or SIMPLE IRAs could also be converted to Roth IRAs; however, these amounts could not be identified separately for the purpose of these statistics.
[3] Withdrawals are reported on Form 1099-R; does not include withdrawals made for the purpose of rollovers to other IRA accounts if the transfer was made by the trustee; Roth IRA conversions are shown separately.
[4] The total represents the number of taxpayers who have at least one IRA account. Taxpayers may have multiple types of IRA plans. Consequently, the sum of the number of taxpayers with the various types of IRA plans will exceed the total shown in in the table.
Source: Matched file of Individual Income Tax Returns, Forms 5498, and 1099-R for Tax Year 2009.
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