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How to get Roth analysis set-up to ignore TCJA sunset

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(@debit)
Eminent Member Customer
Joined: 1 year ago
Posts: 19
Topic starter  

I'm 67, on survivor SS due to increase at age 70, and currently have been doing Roth conversions up to current 22% bracket and 2nd IRMAA tier, which is my hard stop. Just today I wanted to try seeing what happens if I assume no TCJA sunset in 2026. I see how to blank out that box on the home set up page, but I don't see a way to do that on the Roth conversion page. Or, is it that even though the parameters mention post-TCJA, that it won't factor in if I have blanked the home page set up box? I hope my question makes sense.


   
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(@smatthews51)
Member Admin
Joined: 4 years ago
Posts: 933
 

@debit The setting of TCJA sunset on the Home page applies universally. So, if you delete the subset year, the model will assume TCJA forever.

Stuart


   
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