This may be a myth: pay tax only if UBI/UBTI > $1000

來源: 於 2025-01-02 15:18:31 [舊帖] [給我悄悄話] 本文已被閱讀：次

Below is from Intuit webgage Q&A:

Limited Partnership in a Roth IRA

I purchased some shares of  a Limited Partnership in 2020 and again earlier this year in my Roth IRA.  I didn't know about Unrelated Business Income (Box 20, code V of schedule K1) can be taxed even in a Roth account, if >$1000.  Now after reading about UBI recently, I decided that I want to get rid of all my shares of Limited Partnership from my Roth IRA (my UBI has been <1000 each year so far).