OK - figured it out. DMERTZ - you were on track for your tip to check form 8606. Those numbers were quite hosed up. I have no clue how they got where they were....
Sorry all - I have not used this forum before and assumed my answers would be grouped with or referencing the author the author of each post. My replies were in...
"both entries add the same income to your MAGI calculation to determine any IRMAA impacts, but the income is taxed at different rates."I'm not sure what you mea...
Your point is valid - and I'm doing exactly that. This is why I'm stymied. There is absolutely nothing different I've entered for these tests (with the 2023 ret...
I have some very long term assets that have high gains. When my income is at a low level in overall taxation, I choose to sell those assets even though not need...
