Retirement tax questions


@dmertz wrote:

Where Opus 17 mentions AGI, he means means taxable income, not AGI.


Sorry, yes, taxable income after deductions.  

 

If your total taxable income goes over $41,675, your capital gains over that amount will be taxable, even if your wages and other non-capital gains income are less than that amount.  

 

Also see here https://www.irs.gov/taxtopics/tc409