c******r
发帖数: 225 | 1 我的情况是这样的:
2010年我和我老婆每个人分别放$10000到non-deductible IRA里面,$5000 for 2009
and $5000 for 2010.第二天我就把里面的钱全部转成Roth了,所以理论上里面profit是
0,转的钱全部是after tax的.今天用turbo tax报税,居然说这$20000的contribution里
面居然有$15000是taxable的,但是按照Roth conversion rules,这$20000应该是一分钱
税都不用交的呀.谁有过类似的情况? | R*********t
发帖数: 217 | 2 see the raw form (turbotax allows you to do that). find the box that says
"basis" or something like that. put in $20000, then it will re-calculate.
【在 c******r 的大作中提到】
: 我的情况是这样的:
: 2010年我和我老婆每个人分别放$10000到non-deductible IRA里面,$5000 for 2009
: and $5000 for 2010.第二天我就把里面的钱全部转成Roth了,所以理论上里面profit是
: 0,转的钱全部是after tax的.今天用turbo tax报税,居然说这$20000的contribution里
: 面居然有$15000是taxable的,但是按照Roth conversion rules,这$20000应该是一分钱
: 税都不用交的呀.谁有过类似的情况?
| R*********t
发帖数: 217 | 3 btw, you are right about you don't owe any tax.
【在 R*********t 的大作中提到】
: see the raw form (turbotax allows you to do that). find the box that says
: "basis" or something like that. put in $20000, then it will re-calculate.
|
|
