- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Stimulus eligibility - In-Plan Roth Rollover counted as income?
I retired in Dec 2018 so 2018 had good income. All of 2019 I worked on Honey-Dos and had only a small amount of income from an IRA withdrawal. However, I also rolled over a chunk of IRA to Roth to pay taxes on it while they're low.
The Roth rollover money still isn't touchable for several years but it "appears" within AGI sooooo does this count against my stimulus eligibility? Can anyone point me to reliable source of info that addresses this question? From what I can tell, the present Stim plan leaves a gaping hole where new (2019) retirees fall in.
March 29, 2020
6:36 PM