Tagged Questions
1
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0answers
103 views
How is Deferred IRA Roth Conversion taxed when moving to a new state?
I converted my traditional IRA to a Roth IRA in 2010 and deferred the taxes to 2011 and 2012 while living in California. I then moved to North Carolina in 2011 mid-year. I found the answer for ...
2
votes
1answer
63 views
Does a rollover IRA impact your basis for converting a traditional to Roth?
In the United States, does having a rollover IRA impact your basis for converting a traditional to Roth? I ask because I have a 401(k) with a former employer than I could rollover to an IRA and get ...
1
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3answers
96 views
Restrictions or impact on Roth IRA when reaching MAGI threshold?
If I started a Roth IRA in 2011, but start contributing to a Roth 401k and reach the MAGI threshold for additional contributions in 2012 to my Roth IRA, will I eventually be able to move my 401k Roth ...
2
votes
2answers
243 views
How do I recharacterize Traditional IRA contribution to Roth that was converted to Roth?
What forms do I fill out for my broker to recharacterize my 2010 Traditional IRA contribution that was in my traditional IRA that I completely converted to a Roth IRA in 2010 right after the above ...
2
votes
1answer
270 views
What do I do with excess contribution to traditional IRA that was converted to a Roth IRA?
I accidentally over contributed $25 to my traditional IRA last year giving a total non-deductible contribution of $5025. This was then converted along with all my traditional IRAs into Roth IRAs in ...
