回複:you need to talk to a good tax attorney for advice.

來源: hagerty 2012-03-29 07:18:11 [] [舊帖] [給我悄悄話] 本文已被閱讀: 次 (714 bytes)
回答: you need to talk to a good tax attorney for advice.planotx2012-03-29 06:04:38

I found it!!!! on tax form 8606 instruction page 3 it says as below

Reporting recharacterizations. Any recharacterized conversion or Roth IRA rollover from a qualified retirement plan will be treated as though the conversion or rollover had not occurred.

I am going to reply IRS and quote this part of sentences.  my guess is, IRS thought I own tax because I did full conversion in 2010 and full recharacterization in 2011.  although the two transactions were for the same tax year, they fell into 2 calender years.  IRS didn't know or notice that I did full recharacterization in april 2011.  they thought I have conversion for 2010 so they request tax for it.

所有跟帖: 

還是diy能力很強啊。恭喜。 -Nonsense123- 給 Nonsense123 發送悄悄話 Nonsense123 的博客首頁 (0 bytes) () 03/29/2012 postreply 09:42:02

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