b*********y
发帖数: 121 | 1 2014年4月15前make roth ira conversion， tax报在2013年还是2014?
Thank you! |
f*******n
发帖数: 12623 | |
r****m
发帖数: 1204 | 3 This could be confusing because new Roth IRA contribution's deadline is 4/15
of the following year.
But Roth IRA conversion's deadline is 12/31 of the conversion year. |
b*********y
发帖数: 121 | 4 Thank you!
In March 2014, I made the contribution to the traditional IRA
(as 2013 contribution)and then convert it to Roth. Now I will need to
report the contribution to traditional IRA in the 2013 return, and the
conversion to Roth in the 2014 return...
|
f*******n
发帖数: 12623 | 5 yes
【在 b*********y 的大作中提到】
: Thank you!
: In March 2014, I made the contribution to the traditional IRA
: (as 2013 contribution)and then convert it to Roth. Now I will need to
: report the contribution to traditional IRA in the 2013 return, and the
: conversion to Roth in the 2014 return...
:
|
s**********d
发帖数: 36899 | 6 conversion没有deadline。啥时都可以，啥时都算当时的，没有限制也就没有年份问题。
contribution因为有年度限额才需要指明哪年。
15
【在 r****m 的大作中提到】
: This could be confusing because new Roth IRA contribution's deadline is 4/15
: of the following year.
: But Roth IRA conversion's deadline is 12/31 of the conversion year.
|
f*******n
发帖数: 12623 | 7 但是算哪年，除了限额之外，也影响税上影响哪年。lz的conversion没有税上的影响，
但是其他的conversion就有可能有。
题。
【在 s**********d 的大作中提到】
: conversion没有deadline。啥时都可以，啥时都算当时的，没有限制也就没有年份问题。
: contribution因为有年度限额才需要指明哪年。
:
: 15
|
