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What's expected after Roth IRA re-characterization?
I made contribution to Roth IRA when I am ineligible. Then I submitted re-characterization form to re-characterize Roth to Traditional.
Is there a certain tax document I'm suppose to get to reflect this? If so, what form is that?
What are the steps in TurboTax to add this information if needed?
March 6, 2024
9:11 AM