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Strategies & Market Trends : Roth IRA ideas
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To: Colin Cody who wrote (373)2/17/2000 1:58:00 PM
From: J R KARY   of 388
 
How are RIRA stock recharacterizations valued ?

If you converted to a RIRA (Roth) from a TIRA (Traditional) and were permitted a partial or full reversal (recharacterization) , how is it valued if it was for the same stock .

For example:
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100 shrs (@$10/shr) of ABC from TIRA to RIRA ;

100 ABC shrs reversed @ $5/shr

Broker 1099Rs (two) for both distributions display only dollar amounts.
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Not showing the RIRA reversal as stock the amount difference suggests $500 was taken or remains in the RIRA .

Thanks in advance,
Jim K.
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