m******o
发帖数: 162 | 1 去年向Tradition IRA made after tax contribution, and converted to Roth IRA
right away.因为我没有任何其他pre-tax contribution 的 IRA account, 这个
conversion应该是 non-taxable distribution。
可是今天收到的1099-R上却显示整个conversion amount是taxable amount.打电话问
broker,他们说所有的distribution都是这样显示的，报税的时候我要自己填表证明这
个Tradition IRA contribution 是after tax，然后convert 到Roth IRA 的
distribution是non-taxable event.
请问大家有类似情况，收到的Roth IRA 都是这样显示的吗？
另外，在convert过程中生成了两分钱的利息也一起convert到了 Roth IRA一并显示在
总distribution amount里，难道我还要报这两分钱的税？还是可以不管不报这两分钱？
谢谢！ |
l********e
发帖数: 105 | 2 I think you chose the option of "withholding the tax" when you converted
your IRA? You should have choose "elect not to withhold tax". |
m******o
发帖数: 162 | 3 I definitely didn't choose the option of "withholding tax".
Have you ever made such conversion with or without withholding tax? How does
it show on 1099-R? Thank you!
【在 l********e 的大作中提到】
: I think you chose the option of "withholding the tax" when you converted
: your IRA? You should have choose "elect not to withhold tax".
|
