dmertz
Level 15

Get your taxes done using TurboTax

The filing deadline being extended to 11/16/2023 has nothing to do with your situation.  If you do a Roth conversion in 2023, it reportable on your 2023 tax return.  Roth conversions are performed in a particular year, not for some other year.

 

$6,000 plus gains was the amount transferred to accomplish the recharacterization, not the amount recharacterized.  You recharacterized $6,000.  

View solution in original post