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Hi,I have a 22 years old client. She has w2 income of 7000 and 1099 income of 6000. She has 1098-t with boxes 8 and 9 checked off (masters) with tuition payment...
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This is a conversion from regular 401k to ROTH. His salary too high and now owes 83k.
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its not a rollover. He just converted to Roth from 401k.
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