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March 2, 2026

Roth rollover

  • March 2, 2026
  • 0 replies
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I accidentally rolled over a traditional 403b account to a Roth IRA. I wanted it to rollover to a traditional IRA. Since conversions are no longer allowed…can I file the form as excess contribution to remove the money and send it back to my 403B? Will that remove the income tax triggered when I rolled it to a Roth? Thank you!