Detailed record-keeping is not required when you withdraw from a Roth IRA after age 59-1/2. See a walkthrough in TurboTax and H&R Block tax software.
Tax Planning with TurboTax What-If Worksheet: Roth Conversion
After you file your taxes with TurboTax, use the hidden What-If Worksheet to plan for the current year. See how to use it to plan for a Roth conversion.
Roth Conversion with Social Security and Medicare IRMAA
A step-by-step walkthrough of how to estimate tax rates on Roth conversion with Social Security and Medicare IRMAA.
Roth Conversion and Capital Gains on ACA Health Insurance
Use this calculator to see the marginal tax rate on Roth conversions and long-term capital gains when you also receive a subsidy on ACA health insurance.