Originally Posted by
vernonc
Question re rollover benefits.
Assuming I hit 250K SQM and SQD, 150K will carry forward to next year along with a banked year of SE status. Does that mean that next year (2023) with 150K carry forward SQM and 100K earned, I will have the following year (2024) SE too ? Or do I still have to do $20K SQD in 2023 ?
You have to either spend the $20K or they will automatically use the banked year they just gave you to make you SE for 2024.