MinhT1
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Retirement tax questions

The conversion of a traditional IRA to a Roth IRA is a taxable event which increases your AGI (line 11 of Form 1040), but doesn't increase your Modified AGI for Roth IRA purposes, as any income resulting from the conversion is subtracted from your AGI.

 

See this worksheet 2-1 on page 40 of IRS Publication 590-A.

 

 

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