In case my title is befuddling ..
In future years I'll have post-tax account CG and Qual gains. I will not pay taxes on them because I have losses from earlier years to offset the gains. Iirc, the gains will not show up in my 1040 AGI
But .. on to IRMAA, with its own special mAGI calculation
Do the offset CG and Qual gains also stay out of this mAGI ?
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I *think* I have asked this question before, but I could not find it in a search. Apologies if so
In future years I'll have post-tax account CG and Qual gains. I will not pay taxes on them because I have losses from earlier years to offset the gains. Iirc, the gains will not show up in my 1040 AGI
But .. on to IRMAA, with its own special mAGI calculation
Do the offset CG and Qual gains also stay out of this mAGI ?
--
I *think* I have asked this question before, but I could not find it in a search. Apologies if so
Statistics: Posted by EricGold — Sat Jun 29, 2024 5:37 pm — Replies 7 — Views 462