P***s
发帖数: 11672 | 1 有人今年做了吗？
我问vanguard，被告知，他们只是出一个10xx表，我自己得去问tax advisor怎么样把
税分俩年报。
是这样吗？tax form上面哪儿有决定分两年报税的地方？ |
h***b
发帖数: 1233 | 2 haven't looked at 2010's 1040 but there should be place for such election.
basically if IRA->Roth conversion is in 2010, you have the option to pay tax
100% in 2010 or 50/50 in yr 2011 & 2012. conversion in '10 has no income
limit
【在 P***s 的大作中提到】
: 有人今年做了吗？
: 我问vanguard，被告知，他们只是出一个10xx表，我自己得去问tax advisor怎么样把
: 税分俩年报。
: 是这样吗？tax form上面哪儿有决定分两年报税的地方？
|
P***s
发帖数: 11672 | 3 多谢多谢。
tax
【在 h***b 的大作中提到】
: haven't looked at 2010's 1040 but there should be place for such election.
: basically if IRA->Roth conversion is in 2010, you have the option to pay tax
: 100% in 2010 or 50/50 in yr 2011 & 2012. conversion in '10 has no income
: limit
|
J***B
发帖数: 172 | 4 请问具体的2010年IRA转ROTH的截止日是DEC31？Apr15？Else? |
B********e
发帖数: 312 | 5 12/31 is the deadline to do the conversion for each year. You will need to
pick up the amount converted as income in the year of conversion and pay
taxes on the amount. For the conversion done in 2010, you can opt to pick up
50/50 on your 2011 and 2012 tax return. If the law does not change in the
future, you will need to pick up the amount in the year the conversion is
done.
【在 J***B 的大作中提到】
: 请问具体的2010年IRA转ROTH的截止日是DEC31？Apr15？Else?
|
