IRA recharacterization填税表一问# TAX - 交税与退税
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Last Year, I contribute $5500 to Traditional IRA for 2015
on the same day, I converted tranditional IRA to Roth IRA
On 3/16/2015, LD contribute $5500 to Roth IRA for 2014
on 4/13/2015, $5500 grow to $6271.50 in Roth IRA with earnings of $771.50
On 4/13/2015, $6271.5 in Roth IRA are recharacterized as Traditional IRA
on 4/14/2015, $6271.5 grow to $6379.98 with earnings of $108.48
on 4/14/2015, all $6271.50 are rollover to Roth IRA
On 3/16/2015, LD contribute $5500 to Roth IRA for 2015
on 4/13/2015, $5500 grow to $6271.20 in Roth IRA with earnings of $771.20
On 4/13/2015, $6271.2 in Roth IRA are recharacterized as Traditional IRA
on 4/14/2015, all $6271.20 are rollover to Roth IRA
LD共收到3张1099-R：
一张Box 1a = 12782.19 (=6379.98+6271.20+131.01), Box 7 = 2 (Early
Distribution)
一张Box 1a = 6271.50, Box 7 = R (Recharacterized IRA contribution made for
2014 and recharacterized in 2015)
一张Box 1a = 6402.21 (=6271.20+131.01), Box 7 = N (Recharacterized IRA
contribution made for 2015 and recharacterized in 2015)
Turbo tax shows Form 1040, line 15a (IRA distributions) as $24684
我百思不得其解，不知道这个数是怎么出来的,我觉得应该是16500=5500(me)+11000(LD
)。
请各位大侠指教。15a应该是多少？Turbo tax怎么得出这个数的？应该怎么纠正？谢谢
大家！
on the same day, I converted tranditional IRA to Roth IRA
On 3/16/2015, LD contribute $5500 to Roth IRA for 2014
on 4/13/2015, $5500 grow to $6271.50 in Roth IRA with earnings of $771.50
On 4/13/2015, $6271.5 in Roth IRA are recharacterized as Traditional IRA
on 4/14/2015, $6271.5 grow to $6379.98 with earnings of $108.48
on 4/14/2015, all $6271.50 are rollover to Roth IRA
On 3/16/2015, LD contribute $5500 to Roth IRA for 2015
on 4/13/2015, $5500 grow to $6271.20 in Roth IRA with earnings of $771.20
On 4/13/2015, $6271.2 in Roth IRA are recharacterized as Traditional IRA
on 4/14/2015, all $6271.20 are rollover to Roth IRA
LD共收到3张1099-R：
一张Box 1a = 12782.19 (=6379.98+6271.20+131.01), Box 7 = 2 (Early
Distribution)
一张Box 1a = 6271.50, Box 7 = R (Recharacterized IRA contribution made for
2014 and recharacterized in 2015)
一张Box 1a = 6402.21 (=6271.20+131.01), Box 7 = N (Recharacterized IRA
contribution made for 2015 and recharacterized in 2015)
Turbo tax shows Form 1040, line 15a (IRA distributions) as $24684
我百思不得其解，不知道这个数是怎么出来的,我觉得应该是16500=5500(me)+11000(LD
)。
请各位大侠指教。15a应该是多少？Turbo tax怎么得出这个数的？应该怎么纠正？谢谢
大家！
