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Roth Conversion Taxes greater than sum of taxes

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(@wunch404)
Active Member
Joined: 5 years ago
Posts: 8
Topic starter  

Hello, When I look a the Roth Conversion analysis page, the total taxes paid is greater than the sum of the taxes shown on the Tabular Taxes tab. Is this because Pralana is calculating the IRMAA surcharge and including it the total taxes sum shown on the Roth Conversion Page? (It would be really beneficial if the IRMAA amounts were shown as the various tax items are shown.)



   
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(@hines202)
Honorable Member Customer
Joined: 5 years ago
Posts: 508
 

@wunch404 I'm not at my computer so I don't have PRC up to check, but did you have a look at the rightmost columns in the tabular results, like the AGI detail one? Sometimes they shine more light on what's going on with the tax numbers.



   
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(@smatthews51)
Member Admin
Joined: 5 years ago
Posts: 1116
 

@wunch404 I'm sorry, but I just now saw this post. I did a quick check on my own system and saw the same thing so I'm investigating.

Stuart



   
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