報稅問題 - Roth IRA rollover - 海外工作

Anonymous avatar
By Anonymous
at 2011-04-01T03:45

Table of Contents


去年因為換公司, 把原來的401k rollover到Roth IRA
用turbotax報稅時, 有被問到要不要把這筆income split到2011/2012再繳稅
選擇"Yes"之後, 並沒有看到Roth IRA相關的form
查了一下turbotax討論區, 有人說應該會有form 8606
也有人說因為今年不用繳這一筆, 所以不用file form 8606
請問哪一種說法才是對的?
感謝

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All Comments

Edward Lewis avatar
By Edward Lewis
at 2011-04-05T00:58
借標題問一下,有推薦的Roth IRA銀行嗎?
Callum avatar
By Callum
at 2011-04-07T22:11
需要填8606,才能聲明你是否選擇在今年列入所得
一般低手續費的銀行或自己帳戶最多的銀行都很好
Lily avatar
By Lily
at 2011-04-10T01:15
我是用wells fargo,PMA會員就全免手續費;房貸IRA都計入資格
Agnes avatar
By Agnes
at 2011-04-12T05:23
我也是用turbotax報,你選Yes它應該會自動幫你產生8606
Daniel avatar
By Daniel
at 2011-04-16T01:50
我也是用wells fargo的PMA,蠻好的
Puput avatar
By Puput
at 2011-04-20T00:17
我用ETRADE ROTH IRA,沒有帳戶費,我交易少所以沒差..

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