Tax Free entries not showing on Income Graph

We made a change last fall so that Tax Free is not shown on the income graph mainly for Roth Conversions.   A conversion from qualified to tax free should not show as income as it is really a roll over.  This is a very important technique so we changed the program.

For a home sale, if using a cash infusion, the Tax rate to apply being 0% makes it Tax Free.The last column should be set to Taxable because it is received into a checking account not directly into a Roth IRA.

If you do it that way you WILL see the home sale show up on the retirement graph.


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