Looking4Ward
Full time employment: Posting here.
I'd like to do a tIRA to Roth conversion before the end of the year at the maximum amount that keeps my tax liability as low as possible.
But in order to calculate it properly I need to know what portion of this year's CG distributions are short/long term and what portion of this year's dividends are qualified/non-qualified.
If I remember correctly, that information isn't available from Vanguard until the tax forms are produced in early 2017. So I can't wait for those.
Is there any way to estimate those two variables before the end of the year? It would basically be just for three funds (Vanguard Healthcare Fund, Wellesley, and Wellington).
But in order to calculate it properly I need to know what portion of this year's CG distributions are short/long term and what portion of this year's dividends are qualified/non-qualified.
If I remember correctly, that information isn't available from Vanguard until the tax forms are produced in early 2017. So I can't wait for those.
Is there any way to estimate those two variables before the end of the year? It would basically be just for three funds (Vanguard Healthcare Fund, Wellesley, and Wellington).