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Get your taxes done using TurboTax
Great, you touched on everything! As Critter-3 mentioned, I will recharacterize his Roth to a Traditional IRA, mine is already a Trad. IRA, and I will then look for the Form 8606 for each of us when I do our taxes in February. You are correct in assuming nothing will be deductible due to his workplace retirement plan and his income level for this year. Thank you for all your help!
‎November 1, 2022
12:26 PM
1,077 Views