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If there is a loss, how is this taxced? Do they get a loss to offset their regular ordinary taxable income (i.e., the direct opposite effect of positive income on their taxes?) Any web-sites that discuss would be very much appreciated.

Austin Powers, CPA, QPA, ERPA

Posted
If there is a loss, how is this taxced? Do they get a loss to offset their regular ordinary taxable income (i.e., the direct opposite effect of positive income on their taxes?) Any web-sites that discuss would be very much appreciated.

Taxpayer can claim a loss but must aggregate all Roth IRAs to determine if there is a loss. See IRS PUB 590 in the Roth section for details. Loss is claimed as a misc deduction.

mjb

Posted
See IRS PUB 590 in the Roth section for details.

More specifically, page 66.

Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra

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