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Retirement tax questions
1. When you made the Roth conversion you owed tax on that amount
2. If you make an IRA withdrawal in December 2025 and withhold the entire amount to cover the conversion tax owed you still will be taxed on the amount you withdrew in December and that amount is 2025 income.
3. Any distribution made in 2026 doesn’t affect your 2025 tax situation.
September 15, 2025
3:48 PM