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Get your taxes done using TurboTax
Thanks for your reply. I thought this situation you mentioned applies when I remove the excess contributions. But I am planning to recharacterize excess contributions and earnings from ROTH IRA to non-deductible traditional IRA.
So will I be expecting two 1099-R forms or just one 1099-R with code R?
Thank you!
‎February 18, 2025
9:57 AM