q*******s
发帖数: 292 | 1 刚开了traditional和Roth IRA账号，准备往traditional IRA里打钱，怎么确认是non
deductible ira contributions?
谢谢! |
d*******e
发帖数: 1649 | 2 call broker?
non
【在 q*******s 的大作中提到】
: 刚开了traditional和Roth IRA账号，准备往traditional IRA里打钱，怎么确认是non
: deductible ira contributions?
: 谢谢!
|
g**W
发帖数: 606 | 3 转的时候会有说明的
non
【在 q*******s 的大作中提到】
: 刚开了traditional和Roth IRA账号，准备往traditional IRA里打钱，怎么确认是non
: deductible ira contributions?
: 谢谢!
|
q*******s
发帖数: 292 | 4 Contribution只问了这个问题：
Is this a rollover from an employer-sponsored plan or IRA?
Yes No
我选No |
w***n
发帖数: 1519 | 5 As far as I know, brokers are not responsible for keeping track of that. How
could they possibly know whether you opened other IRA accounts at some
other brokers, or whether you claimed deduction to any of those.
If you claim deduction to your contribution and if you are eligible to do
that, it is a deductible IRA; otherwise, it's non-deductible. You should
keep track of it yourself. |
