Re: Simplest way to handle IRA -> Roth conversion

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Subject Author Date Re: Simplest way to handle IRA -> Roth conversion danbrown 11-08-2008  Re: Simplest way to handle IRA -> Roth conversion Gary 11-08-2008  Re: Simplest way to handle IRA -> Roth conversion Ron 11-10-2008  Re: Simplest way to handle IRA -> Roth conversion Ron 11-10-2008  Re: Simplest way to handle IRA -> Roth conversion John Pollard 11-10-2008  Re: Simplest way to handle IRA -> Roth conversion Gary 11-10-2008  Re: Simplest way to handle IRA -> Roth conversion Gary 11-10-2008  Re: Simplest way to handle IRA -> Roth conversion Gary 11-10-2008  Re: Simplest way to handle IRA -> Roth conversion Gary 11-10-2008  Re: Simplest way to handle IRA -> Roth conversion Ron 11-10-2008  Re: Simplest way to handle IRA -> Roth conversion Oilcan 11-11-2008  Re: Simplest way to handle IRA -> Roth conversion Han 11-11-2008  Re: Simplest way to handle IRA -> Roth conversion Ron 11-11-2008  Re: Simplest way to handle IRA -> Roth conversion Oilcan 11-11-2008  Re: Simplest way to handle IRA -> Roth conversion Gary 11-11-2008  Re: Simplest way to handle IRA -> Roth conversion Gary 11-10-2008
Posted by Gary on November 10, 2008, 9:24 pm Please log in for more thread options > "Shares transferred between accounts" will do it, no? > > But I'm guessing you'd like the tax liability to be reflected in the > event. I'm interested in how folks do that as well. I have transferred > some stock from an IRA to a Roth this year as well. In the categories > window, though, Q does not permit assigning a tax form to a transfer. > It does permit the account itself to be specified as tax deferred, and > transfers - in or out - to be associated with a tax form. I had > correlated transfers out with the 1099-R. But no 1099-R item appears > in my tax reports or in the tax planner. Anyone know why? > > Don't mean to hijack the thread. Hoping I'm clarifying the question.... > > -Ron How do you do a "shares transferred between accounts"? I can't find it in Similar Threads Posted Roth 401k October 3, 2006, 12:51 pm Converting IRA to Roth IRA January 2, 2007, 5:47 pm Roth with Traditional 401(k) July 8, 2009, 12:57 pm Q2007 - Roth IRA Gain/Loss Calculation April 24, 2007, 1:30 am Help with QIF conversion to IIF January 5, 2008, 12:38 pm 529 Conversion November 29, 2008, 12:13 pm yet another question about QIF to OFX conversion April 9, 2007, 8:43 am Portfolio Conversion April 10, 2008, 10:45 am file conversion June 6, 2009, 11:32 pm New conversion Tool for 2010 June 30, 2009, 8:01 pm