报税气死我了！！求牛人科普！关键字back door IRA, cohn reznick-第1页

peeeepy

0操作1 ^#

use turbotax ah, no problem. You should review the return before signing. Show them the form instruction. It is pretty clear: Exception 2. If any of the following apply,
enter the total distribution on line 15a and see Form 8606 and its instructions to figure the amount to enter on line 15b. Form 8606 is very easy to follow for this case. Bigger firm might not be a good choice for personal income tax.

peeeepy

0操作2 ^#

问个问题，现在是还可以买去年的ｎｏｎ－ｄｅｄｕｃｔｉｂｌｅ　traditional IRA 吧，没什么收入限制对马？
blsunday 发表于 4/15/2016 3:15:43 PM [url=http://forums.huaren.us/showtopic.aspx?topicid=2000515&postid=71419442#71419442][/url]

it takes time to move money around. Some brokerage will ask to confirm the bank info. etc. You might be able to get it going to a local brokerage office. No income limit for this.

peeeepy

0操作3 ^#

这位mm一看就是有美丽又聪明！！！！！
但现在他们就一口咬定1099r box 2a must flow to line 15b!!! you cannot reason with stupid ppl!
我也想自己报。但是我们家情况太复杂了，涉及好几个洲一堆杂七杂八的form，turbotax上应该没有，所以非得请人报。

hehe, is your 1099r line 2b checked? if so, that means the payer cannot decide the taxability of the distribution even though there is an amount in line 2a (line 2a should be blank when line 2b was checked except for IRAs). There are many stupid pp out there in the firm, lol. and they don't want to admit they made a mistake and always point fingers... typical environment in the firm, hehe
天子呼来不上床发表于 4/15/2016 3:30:37 PM [url=http://forums.huaren.us/showtopic.aspx?topicid=2000515&postid=71419639#71419639][/url]

peeeepy

0操作4 ^#

2b check啦，所以我跟他们说，你看看他们怎么回：
“There is still an amount on the taxable line, on your tax transcript this form will show up as income. The fact that the box is checked off does not mean the IRS will not question it. It means there potential to taxable items in the amount. And an amount on the taxable line form.”

你说我气不气气不气？气死了！！！

天子呼来不上床发表于 4/15/2016 3:51:15 PM [url=http://forums.huaren.us/showtopic.aspx?topicid=2000515&postid=71419930#71419930][/url]

You can show them the 1099-r instructions. Line2a is "generally" taxable. There is always exception to tax rule. That's when the form 8606 comes into play. 感觉他们嘴硬，assume你不懂。明年另找一家吧。估计他们不在乎失掉你这个客户