RetireBy90
Thinks s/he gets paid by the post
Starting this after following Midpac's great threads on Roth Conversions
http://www.early-retirement.org/forums/f28/retirement-tax-planning-income-optimization-99854.html
and
http://www.early-retirement.org/forums/f28/roth-conversions-trial-balloon-100894.html
So this is my first year without a paycheck and I'm starting conversions from TIRA to Roth. In trying to
compute my year end AGI I can get a monthly statement with YTD totals for income and taxes from military
and DW small county pension. DW started SS this year and I'm having a problem trying to get numbers for
income and taxes YTD since they have changed a couple times this year.
My questions:
Does anyone have a way to get YTD numbers from SS ?
Is total income from SS pre-medicare deductions or post ?
Will next year be as simple as Jan 2020 income * 12 ?
Thanks for your assistance.
http://www.early-retirement.org/forums/f28/retirement-tax-planning-income-optimization-99854.html
and
http://www.early-retirement.org/forums/f28/roth-conversions-trial-balloon-100894.html
So this is my first year without a paycheck and I'm starting conversions from TIRA to Roth. In trying to
compute my year end AGI I can get a monthly statement with YTD totals for income and taxes from military
and DW small county pension. DW started SS this year and I'm having a problem trying to get numbers for
income and taxes YTD since they have changed a couple times this year.
My questions:
Does anyone have a way to get YTD numbers from SS ?
Is total income from SS pre-medicare deductions or post ?
Will next year be as simple as Jan 2020 income * 12 ?
Thanks for your assistance.