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Results tagged with roth-conversion
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user 1516
A Roth conversion refers to taking all or part of the balance of an existing traditional IRA and moving it into a Roth IRA.
2
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Accepted
How to allocate Roth conversion income across states when moved during year?
I found this on the California Franchise Tax Board web at https://www.ftb.ca.gov/professionals/taxnews/2011/February/Article_4.shtml:
If a taxpayer chooses to defer to 2011 and 2012 and the taxpay …
- 1,823
0
votes
How do I recharacterize Traditional IRA contribution to Roth that was converted to Roth?
Only one form is needed (according to Wells Fargo). It is the WellsTrade IRA Recharacterization Form. Item B is filled out for a partial recharacterization with the from account being the Traditional …
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2
votes
Accepted
Under federal rules, does a non-taxable IRA Roth Conversion impact school financial aid?
The FAFSA instructions read:
Subtract the total of lines 15b from the total of lines 15a. Then subtract all rollover amounts from the remainder.
In the example above, while 15a minus 15b is $1,0 …
- 1,823