- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
What’s happening to the first 3 distributions in your checking account? Those are 3 taxable distributions (even if you put them in the ROTH). Then if you do the conversion from the Vanguard IRA that will also be a taxable event making your tax DOUBLE! Plus the 1099B from the Brokerage account. Sounds like a big mess and you end up paying too much tax. @dmertz
August 3, 2024
1:20 PM