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Retirement tax questions
Not exactly, not directly. The ROTH conversion is taxable.
If you have a net loss on investment sales you can deduct up to 3,000 against your other income. The rest of the loss you have to carryover to the next year. So for a 5,000 loss you could subtract 3,000 from your AGI and carryover 2,000.
‎September 24, 2024
3:58 PM