O*********9
发帖数: 48 | 1 My husband deposited $1,000 to his roth IRA account in 2009 while our income
level phased us out. What am I supposed to do at this point? I can not
convert the account to Tradtional IRA since he actually withdraw all the
money out of his roth IRA account in 2010. And while he first opened this
account in 2007, I am sure we are subject to early withdraw penalty as well.
Anyway, it is a total mess. I have no clue what I can do now. Anyone can
help? Thanks! | S****Y
发帖数: 4634 | 2 填表交税+罚款
income
well.
【在 O*********9 的大作中提到】
: My husband deposited $1,000 to his roth IRA account in 2009 while our income
: level phased us out. What am I supposed to do at this point? I can not
: convert the account to Tradtional IRA since he actually withdraw all the
: money out of his roth IRA account in 2010. And while he first opened this
: account in 2007, I am sure we are subject to early withdraw penalty as well.
: Anyway, it is a total mess. I have no clue what I can do now. Anyone can
: help? Thanks!
| O*********9
发帖数: 48 | | J*****i
发帖数: 2622 | 4 I think you can roll it over to an nondeductible traditional IRA
contribution by Oct. 15. 2010 for 2009 contribution, but need to check
details on it.
Anyway, if there is any penalty, it will be on the appreciated portion of
the portfolio only.
income
well.
【在 O*********9 的大作中提到】
: My husband deposited $1,000 to his roth IRA account in 2009 while our income
: level phased us out. What am I supposed to do at this point? I can not
: convert the account to Tradtional IRA since he actually withdraw all the
: money out of his roth IRA account in 2010. And while he first opened this
: account in 2007, I am sure we are subject to early withdraw penalty as well.
: Anyway, it is a total mess. I have no clue what I can do now. Anyone can
: help? Thanks!
| S****Y
发帖数: 4634 | 5 好像是8606，你看看是不是。看看1040 instruction里面关于ira那行的
【在 O*********9 的大作中提到】
: 请问填哪个表呀?多谢了!
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