- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
"When you do the rollover, try to have the taxes withheld by the broker instead of making a separate payment."
If you do this, you are impairing your Roth conversion, the funds go to the IRS instead of the Roth IRA.
Meanwhile, the entire distribution is taxable.
‎July 30, 2024
5:59 PM