MB001
Returning Member

Retirement tax questions

Replying to concerns and questions I have found over last 3 years... I have two years' taxes to review where the rollover reported via a 1099R added to the Gross Adjusted Income.  Like others' questions, I have the same concern that this added income disqualified our return from expected credits and deductions.

 

Why will this not be considered income again, counted twice, when we actually withdraw it in retirement?

 

MAB