Are there methods for not reporting via the cash method you describe? I realize it is likely the most simple, but I'm assuming in my circumstances it results in...
Thanks for your follow-up ... much appreciated. At the moment the tax impact of the inflated MAGI is around $1,100, which of course I'd like to keep, but hopefu...
Is there any way to parse out the SS that corresponds to pre-2022 years? I realize this income needs to be taxed, but it seems the recognition of the full boat ...
Noting that having stripped out all of the pension rollover, I'm still getting hit at the higher qualified dividend rate - therefore that was not the problem. L...