ROTH IRA Conversion and Income Tax

ByStander

I did ROTH IRA conversion in 2010 and received form 1099-R.   How do I inform IRS that I want to split the income into two years (2011 and 2012) to pay the tax? Thanks

ByStander

自己顶上来。

RedCedar

If you are using TuboTax, There is a step which it allows switch into the path.

littlevivi

Roth是税后的吧？traditional的才能抵税。而且你要是有retirement plan的话收入得在某个限制下才能contribute traditional IRA

ByStander

RedCedar 发表于 2011-3-30 22:43
If you are using TuboTax, There is a step which it allows switch into the path.

所以如果我在TURBOTAX 中指明我去年有把 TRADITIONAL IRA转成ROTH，它就会为我提供是按2010一年PAY INCOME TAX, 还是按2011，2012两年分开PAY INCOME TAX选项，是这样吗？

ByStander

littlevivi 发表于 2011-3-30 23:12
Roth是税后的吧？traditional的才能抵税。而且你要是有retirement plan的话收入得在某个限制下才能contribu ...

我说的是把TRADITIONAL转成ROTH后如何表明何时PAY INCOME TAX

RedCedar

ByStander 发表于 2011-3-31 08:41
所以如果我在TURBOTAX 中指明我去年有把 TRADITIONAL IRA转成ROTH，它就会为我提供是按2010一年PAY INCOM ...

是这样