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Get your taxes done using TurboTax
@katmclernon , the issue here is that In-plan Roth Rollovers (IRRs) were involved. TurboTax correctly subtracted from AGI the taxable amount of Roth conversions made from traditional IRAs and correctly did not subtract the taxable amounts of IRRs. (IRRs are not Roth conversions as the term is used in the tax code.)
@katmclernon , your circumstances did not involve IRRs, so you were not given any information about how IRRs affect MAGI for the purpose of determining the limit on Roth IRA contributions. The answer that you were given last year does not disagree with anything said in this thread.
‎February 10, 2025
1:52 PM