b*********2
发帖数: 534 | 1 去年年初放了1W （Ater tax Money） 到IRA，然后 Convert to Roth IRA . 现在收到
1099R，显示1W从IRA里Withdraw， 用TAXACT 输入这个1099R表，变成taxable的，这样
我又要交一次税，
请问怎么填是IRA Convert 到Roth的。 多谢 |
k**e
发帖数: 5 | 2 我有同样的问题，用的是Turbotax。有大虾能帮忙回答吗？谢谢！ |
k**e
发帖数: 5 | 3 我有同样的问题，用的是Turbotax。有大虾能帮忙回答吗？谢谢！
>去年年初放了1W （Ater tax Money） 到IRA，然后 Convert to Roth IRA . 现在收到
1099R，显示1W从IRA里Withdraw， 用TAXACT 输入这个1099R表，变成taxable的，这样
我又要交一次税，
请问怎么填是IRA Convert 到Roth的。 多谢 |
G*******l
发帖数: 2575 | 4 我也有一样的问题
去年存了5000 traditional IRA，后来再转成5000 roth IRA。 H&R算出来说我有$5000
的excess contribution，要charge $300税。很莫名，本来就是税后的钱怎么又要交税
。Roth IRA有收入限制但是这个是从traditional convert过来的，应该不受收入限制
的，为什么还是说excess contribution呢。。。help! |
h***b
发帖数: 1233 | 5 roth contribution is not tax deductible. but ira is.
if money goes into ira, then convert to roth, such money is taxable income
of the yr when conversion happened.
【在 b*********2 的大作中提到】
: 去年年初放了1W （Ater tax Money） 到IRA，然后 Convert to Roth IRA . 现在收到
: 1099R，显示1W从IRA里Withdraw， 用TAXACT 输入这个1099R表，变成taxable的，这样
: 我又要交一次税，
: 请问怎么填是IRA Convert 到Roth的。 多谢
|
l*******a
发帖数: 102 | 6 When we make non-deductable contributions to a TIRA we must report this on
Form 8606 part I.
Completing Part I of Form 8606, we determine our basis in All of our TIRAs.
And as Part I of this form is completed each year we make an after tax
contribution, our basis will change depending on the growth in the IRA and
our after tax contributions.
When we do a TIRA to ROTH IRA conversion we must complete Form 8606 part II.
Completing form 8606 part II for conversions will take All of our TIRAs and
our basis in the TIRA into account in determining the taxable portion of the
conversion. |
G*******l
发帖数: 2575 | 7 So one needs to fill out both Part I and II if made non-deductable
contributions to TIRA and converted it to Roth? H&R just skipped Part I for
me...
.
II.
and
the
【在 l*******a 的大作中提到】
: When we make non-deductable contributions to a TIRA we must report this on
: Form 8606 part I.
: Completing Part I of Form 8606, we determine our basis in All of our TIRAs.
: And as Part I of this form is completed each year we make an after tax
: contribution, our basis will change depending on the growth in the IRA and
: our after tax contributions.
: When we do a TIRA to ROTH IRA conversion we must complete Form 8606 part II.
: Completing form 8606 part II for conversions will take All of our TIRAs and
: our basis in the TIRA into account in determining the taxable portion of the
: conversion.
|
