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Get your taxes done using TurboTax
No I didn't convert the entire IRA. The issue is timing. You are supposed to take the RMD before making any Roth Conversions. I didn't realize this. I am taking the RMD AFTER the ROth Conversion done in March (at Vanguard). In order to avoid IRS issues, is there a better way to handle this before year end other than take the RMD and figure out how to deal with it at tax time?
‎December 13, 2022
12:45 PM