About inmanlanier1

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Re: Conversions from Traditional IRA to Roth - in 2023 TurboTax conv...

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....

inmanlanier1

Updated May 22, 2024
Re: Conversions from Traditional IRA to Roth - in 2023 TurboTax conv...

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...

inmanlanier1

1

Updated May 22, 2024
Re: Conversions from Traditional IRA to Roth - in 2023 TurboTax conv...

"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...

inmanlanier1

2

Updated May 22, 2024
Re: Conversions from Traditional IRA to Roth - in 2023 TurboTax conv...

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...

inmanlanier1

Updated May 22, 2024
Re: Conversions from Traditional IRA to Roth - in 2023 TurboTax conv...

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...

inmanlanier1

Updated May 22, 2024

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Date Registered	‎December 20, 2020 11:56 AM
Date Last Visited	‎May 24, 2024 10:25 AM
Total Messages Posted	6

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