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Retirement tax questions
Lack of timely responses to my query and reading of additional various IRS website documents have led me to believe that my specific circumstances are fortuitous in that the amount I left in the fully aged, designated Roth account meet or exceed the taxable amount of the in-plan converted amount that was distributed -and- since the IRS says that the Roth IPC dollars are "in" the designated Roth account, then my insistence that those taxable dollars were taxable because they were Roth IPC dollars that had not aged for 5 years was simply foolishness on my part. Those taxable dollars (in my mind now) are still in the designated Roth account and the distribution was entirely qualified... problem solved (I hope).
March 4, 2024
4:12 PM