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Get your taxes done using TurboTax
I used the 2019 edition, creating a new tax form for my 2020 data. Changing dates for stock transactions by 1 year so long and short is processed correctly. This worked for me. When I track my MAGI, to keep below the 4X poverty limit to maintain my ACA subsidies, I have to mentally be aware of the higher limit - but its not difficult.
I can then make my IRA to ROTH conversion based on that form.
I do need the TurboTax interface to do all this. I have a 2019 and 2020 Premier version.
‎January 1, 2021
5:58 PM