- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I'm considering rolling a traditional IRA to a Roth, and I want to do an ESTIMATE of the tax impact. How do I fill out a fake 1099-R?
I'm considering rolling a traditional IRA to a Roth. This is a complicated decision. I ran TT 2017 and entered my best guess at what the number will look like. Now I want to enter various rollover amounts and see what the tax impact will be. But all I'm offered is a complicated "1099-R"! What does that look like for an IRA to Roth rollover?
Topics:
‎June 4, 2019
7:24 PM