B****W 发帖数: 100 | 1 最近刚听说有backdoor Roth IRA, 开了一个traditional IRA账户, contribute non-
deduction IRA $5500 for 2014 and $5500 for 2015. Can I convert all $11000
to Roth IRA in 2015, before April 15? Are they all counted as 2015
conversion? The conversion part appears on 2015 8606 form only?
thanks! | f*******n 发帖数: 12623 | | M****e 发帖数: 73 | 3 你什么时候做conversion都可以,今年做的roth conversion全部算2015年,要在明年
做2015年的tax return时才能报税,这样的缺点是你会有5500美元的basis,报税填表
比较麻烦点。当年IRA contribution,当年roth conversion,这个是最简单的。
non-
【在 B****W 的大作中提到】 : 最近刚听说有backdoor Roth IRA, 开了一个traditional IRA账户, contribute non- : deduction IRA $5500 for 2014 and $5500 for 2015. Can I convert all $11000 : to Roth IRA in 2015, before April 15? Are they all counted as 2015 : conversion? The conversion part appears on 2015 8606 form only? : thanks!
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