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Get your taxes done using TurboTax
An In-plan Roth Rollover is not a Roth conversion and is not permitted to be excluded from MAGI for the purpose of a Roth IRA contribution. Only Roth conversions (which, as defined by law, are from a traditional IRA to a Roth IRA) and rollovers from a qualified retirement plan to a Roth IRA are excluded from MAGI for this purpose.
March 1, 2022
5:58 PM