b****i
发帖数: 108 | 1 我今年一月投了6000进ROTH IRA for 2019 tax year， 然后在7/15 deadline 之前 re
-characterize 到 traditional ira. 这种情况需要填8606么？
根据以下的INSTRUCTION，我是不是要FILE？谢谢
Who Must File
File Form 8606 if any of the following apply.
You made nondeductible contributions to a traditional IRA for 2019,
including a repayment of a qualified disaster or reservist distribution.
Note.
If you recharacterized a 2019 Roth IRA contribution as a traditional IRA
contribution, or vice versa, treat the contribution as having been made to
the second IRA, not the first IRA. | f*******n
发帖数: 12623 | 2 是要file，因为你的recharacterization的效果就是把你当初的contribution当作是
traditional ira contribution，不是roth ira contribution。那既然是个
traditional ira contribution，而且你报税时不deduct，就是个nondeductible
traditional ira contribution，要报在8606表part 1。 | b****i
发帖数: 108 | 3 谢谢！
【在 f*******n 的大作中提到】
: 是要file，因为你的recharacterization的效果就是把你当初的contribution当作是
: traditional ira contribution，不是roth ira contribution。那既然是个
: traditional ira contribution，而且你报税时不deduct，就是个nondeductible
: traditional ira contribution，要报在8606表part 1。
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