altrussell
Mar 23 1999, 09:25 PM
Every thing I read states that if you are married filing separately, you are not eligible to convert to a ROTH and use the 4 year tax pay period.
If you are married, but did not live with your spouse at any time during 1998, can you do the conversion if you file separately. I was legally separated during 1998 which still leaves my status as married.
Thanks for any response
Del Rae
Mar 24 1999, 10:28 PM
In general, the same definition of marital status that is used for regular IRAs is used for a Roth IRA. Code Sec. 219(g)(4) treats a husband and wife who file separate returns for a tax year, and who live apart at all times during the year as unmarried. I believe you have an opportunity to use the single MAGI limitations.
[This message has been edited by Del Rae (edited 03-24-99).]