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Retirement tax questions
Thanks again, @dmertz .
I'm filing MFJ and my AGI will not exceed $250k, so I'm not sure I need to be concerned about NIIT, or doing the reverse entry in form 8960?
Also, I'm actually using TT Desktop/Windows, but for some reason the Community web app won't let me update my post to reflect it. It also appears that someone (or a bot) move my post to a different community and tagged it as TT Online, unfortunately.
‎February 3, 2026
7:47 PM