Join Early Retirement Today
Thread Tools Search this Thread Display Modes
Tax Question: 1st Year of Desig Roth Contrib
Old 02-04-2008, 04:34 PM   #1
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
TromboneAl's Avatar
Join Date: Jun 2006
Posts: 12,880
Tax Question: 1st Year of Desig Roth Contrib

In Taxact, filling out the 1099R form for my Roth Conversion, one field asks for "1st Year of Desig Roth Contrib" and the two options are 2006 and 2007.

What does that mean?
TromboneAl is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 02-04-2008, 08:09 PM   #2
Full time employment: Posting here.
Join Date: Jul 2004
Posts: 512
TAl -

Relates directly to Box 5 on the 1099-R. Details can be found by clicking on the "Form Instructions" icon on the right side, which should be the same as what's on the back of the 1099-R.

After saying that, I still don't really understand what it's all about either
gindie is offline   Reply With Quote

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
Roth Conversion Tax halo FIRECalc support 1 03-31-2007 08:07 AM
Roth Conversion Tax halo FIRE and Money 35 11-28-2006 01:00 PM
Roth Conversion Tax Part 2 halo FIRE and Money 0 11-22-2006 12:29 PM
2007 401k contrib limit dunc0029 Young Dreamers 19 10-27-2006 08:24 AM
To Roth or not to Roth, that is the question... cute fuzzy bunny FIRE and Money 8 03-02-2004 08:24 PM

» Quick Links

All times are GMT -6. The time now is 03:50 PM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2023, vBulletin Solutions, Inc.