Thank you.
That makes sense as I turned 59 1/2 in June, 2024 and when I put the date of my Roth conversion on Nov 2024; it subtracted the state taxes that were withheld.
I tested it by inputting May and then, June. The software switched it back and forth.
So my follow-up question becomes
Is this only with pensions? Is my Traditional IRA considered a pension?
I converted from a traditional IRA into a Roth. I am confused as to the category defined as a pension.
