- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Thanks that's sensible and a reasonable remedy even though I wanted to keep it in a traditional IRA this year to lower my AGI and qualify for a $7500 EV tax benefit. This oversight disqualified me and cost me dearly!
TT will not allow me to check the ROTH rollover box without modifying the 1099R which I did without any protest from the computer!! Hope IRS computers will allow it!
Any further thoughts on the need to report the capital gain?
Thanks!!
March 4, 2024
8:13 PM