This may be a myth: pay tax only if UBI/UBTI > $1000

来源: missiondad 于 2025-01-02 15:18:31 [] [旧帖] [给我悄悄话] 阅读数 : (1873 bytes)
本帖于 2025-01-02 15:29:38 时间, 由普通用户 missiondad 编辑

Below is from Intuit webgage Q&A:

Limited Partnership in a Roth IRA

I purchased some shares of  a Limited Partnership in 2020 and again earlier this year in my Roth IRA.  I didn't know about Unrelated Business Income (Box 20, code V of schedule K1) can be taxed even in a Roth account, if >$1000.  Now after reading about UBI recently, I decided that I want to get rid of all my shares of Limited Partnership from my Roth IRA (my UBI has been <1000 each year so far). 

所有跟帖： 

• UBI or UBTI is usually negative or minimum -missiondad- ♂ 给 missiondad 发送悄悄话 (31611 bytes) () 01/02/2025 postreply 15:21:41

• But may not be good time to buy ET now -missiondad- ♂ 给 missiondad 发送悄悄话 (0 bytes) () 01/02/2025 postreply 15:22:57

• selling et or other MSLP is selling business assets, taxable -颜阳- ♀ 给 颜阳 发送悄悄话 颜阳 的博客首页 (0 bytes) () 01/02/2025 postreply 18:37:39

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