Converting 401k to Roth IRA, no income

Joined
Apr 5, 2009
Messages
3
Reaction score
0
Hello,

Just found this forum while look for some help with Quickbooks and was pleased to find such informative posts. Great forum.

My question today is, I am in school and didn't have any income last year, so I wasn't going to file a return.

However, I have about $6K in a 401k from a previous job and am thinking about either cashing out (please don't yell at me!) or rolling over to a Roth IRA. My thinking is this: if this is the only income I have to report, then there is no need to file, correct, because it is under $8950? I would only have to pay state taxes and, if I cash it out, a 10% penalty, right? Or, since I wouldn't file, would the penalty still be owed?

I have started my own business and am looking to use this for a little cash padding, but have other avenues if it will be too expense. Is my thinking above correct, or do I need to file regardless of the amount if rolling this over?

Thanks in advance for all your help. If more info is needed, please feel free to ask.
 
Joined
Apr 5, 2009
Messages
3
Reaction score
0
Bump. Just wanted to see if anyone knows about this for sure, so I can file before the 15th.

Thanks
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Members online

No members online now.

Forum statistics

Threads
11,775
Messages
27,839
Members
21,814
Latest member
alea2024

Latest Threads

Top