Professional review preparation
A compact handoff page for a CPA, EA, or qualified tax professional to review the calculator scope, source evidence, model limits, and production proof package. The current public status remains tax professional review pending.
Keep the public boundary clear until a qualified tax professional completes review.
The calculator is published as an educational tool. Professional tax review is still pending and must remain visible in health and review evidence.
The reviewer should check source data, assumptions, model limits, and user-facing language. The reviewer should not be asked to approve personalized advice copy.
Identify what the deterministic calculator currently models before asking for professional review.
The calculator models federal ordinary income tax from user-provided taxable income, filing status, tax year, and conversion inputs.
After-tax IRA basis and traditional IRA balance are used for simplified pro-rata taxable conversion modeling.
State tax is modeled from the user-entered marginal rate, not a full state law engine.
Outside-funds and IRA-withholding scenarios are compared as educational modeled scenarios, not recommendations.
Separate available bounded previews from complete tax calculations and final agency or tax-form determinations.
The calculator can show bounded 2026 Part B and Part D IRMAA proxy previews from the calculator income proxy. SSA lookback-year MAGI, life-changing event appeals, billing determinations, and plan-specific Part D premiums remain outside the calculator.
The calculator can show an APTC at-stake preview from user-entered advance premium tax credit and coverage months. It does not calculate final Marketplace eligibility, benchmark plan premiums, repayment caps, poverty-line percentages, or Form 8962 reconciliation.
The calculator can show bounded Social Security taxable-benefit, NIIT, AMT exposure, and Uniform Lifetime RMD previews when the required user inputs are present. Final Publication 915 worksheets, Form 8960, Form 6251, actual RMD obligations, credits, deductions, and agency determinations remain outside the calculator.
State pages and selected-state worksheets explain assumptions, readiness fields, and optional reviewed state estimates, but the calculator does not model every state exclusion, credit, surcharge, local rule, residency rule, or multi-state filing outcome.
Give the reviewer the tax-year evidence needed to verify source alignment.
The current public calculator and metadata are centered on 2026 tax-year assumptions.
Annual source update workflow records IRS-source review, update windows, validation, release notes, sitemap updates, and rollback boundaries.
Calculation formulas, assumptions, limitations, and tax data freshness notes are exposed for review.
Attach machine-readable proof that the live site remains crawlable, structured, and boundary-safe.
GitHub Actions retains smoke, GSC, DNS, security headers, health, crawl discovery, internal links, HTML quality, performance, structured data, blog discovery, professional UI, and review-packet evidence.
The public health payload keeps status, tax year, content counts, feature counts, and pending professional-review status available for operations review.
The evidence command verifies this page, sitemap inclusion, llms.txt discovery, and retained pending-review language.
Turn the website state into a concrete review packet rather than a loose set of links.
A user or reviewer can export a scenario with inputs, modeled outputs, assumptions, review warnings, and source links.
The checklist lists documents, basis records, account balances, payment method questions, model limits, and recordkeeping items.
Do not change public status from pending until a qualified reviewer and review date are recorded in source-controlled content.
Use these pages and retained artifacts together before changing the public professional-review status.
This Roth Conversion Calculator is for educational and illustrative purposes only. It does NOT constitute tax, financial, legal, or investment advice. The calculation results are based on the information you provide and the latest IRS tax rules, which are subject to change. We do not guarantee the accuracy of the results. Please consult a licensed Certified Public Accountant (CPA), financial advisor, or tax professional before making any financial decisions.