f****y
发帖数: 921 | 1 我家投的roth是不能抵税的，对我们的报税数额没有任何影响。这种情况还用不用自己
报国税局？也就是交个什么表汇报一下我们有这笔投资，我们的收入符合买roth的要求
什么的。银行的人提了form 5329，但不知道我们是不是该交. | c*******n
发帖数: 913 | 2 You do not have to report any transactions (Investment transactions) within
the Roth-IRA,
However, if you make any contribution or withdraw from that account, you
have the reportable event. However, non taxable when you draw the money and
non deductible when contribute. | f****y
发帖数: 921 | 3 谢谢。我就是指投5000进Roth，应该就是你说的contribution,你的意思就是说每年投
5000的时候都必须报给国税局了？都是在4月报税的时候吗？是form 5389吧
within
and
【在 c*******n 的大作中提到】
: You do not have to report any transactions (Investment transactions) within
: the Roth-IRA,
: However, if you make any contribution or withdraw from that account, you
: have the reportable event. However, non taxable when you draw the money and
: non deductible when contribute.
| k****x
发帖数: 47 | 4 From 5498 is filed to IRS by your broker. You don't need to file it again.
Just my understanding...
【在 f****y 的大作中提到】
: 谢谢。我就是指投5000进Roth，应该就是你说的contribution,你的意思就是说每年投
: 5000的时候都必须报给国税局了？都是在4月报税的时候吗？是form 5389吧
:
: within
: and
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