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#1
02-09-2009, 01:40 AM
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 Re: ROTH contribution - do I need to file a form On Feb 7, 9:20*pm, "Phil Marti" <prm20...[at]verizon.net> wrote: - quote - > "Jane" wrote:
thank you.> > I made a contribution to an existing ROTH. *It was within the > > allowable limit for the year. > > Do I have to file a form with my tax return for this contribution? > Only if you qualify for the Retirement Saver's Credit. > You always need to keep track of your Roth contributions in your own records > because of the ordering rules for distributions. > -- > Phil Marti > Clarksburg, MD -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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02-08-2009, 01:20 AM
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| Re: ROTH contribution - do I need to file a form "Jane" wrote: - quote - > I made a contribution to an existing ROTH. It was within the
Only if you qualify for the Retirement Saver's Credit.> allowable limit for the year. > Do I have to file a form with my tax return for this contribution? You always need to keep track of your Roth contributions in your own records because of the ordering rules for distributions. -- Phil Marti Clarksburg, MD -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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#-1
02-07-2009, 10:00 PM
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| ROTH contribution - do I need to file a form I made a contribution to an existing ROTH. It was within the allowable limit for the year. Do I have to file a form with my tax return for this contribution? -- << ------------------------------------------------------- > << The foregoing was not intended or written to be used, > << nor can it used, for the purpose of avoiding penalties > << that may be imposed upon the taxpayer. > << > << The Charter and the Guidelines for submitting posts > << to this newsgroup as well as our anti-spamming policy > << are at www.asktax.org. > << Copyright (2007) - All rights reserved. > << ------------------------------------------------------- > |
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