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Level 2
March 23, 2022
Question

recovery rebates with roth conversion?

  • March 23, 2022
  • 1 reply
  • 4 views

is the a way to take the recovery rebate if a roth conversion puts the AGI over the threshold?>

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1 reply

IRonMaN
Level 15
March 23, 2022

AGI is AGI, it doesn't matter how you got there, once you are over the limit the free money disappears.

Slava Ukraini!
Jordan70Author
Level 2
March 23, 2022

Thanks that is what I told the client, they insist that TurboTax says its available. 

IRonMaN
Level 15
March 23, 2022

You betcha!

Slava Ukraini!