Thank you again. On the web version, the form creation only happens once you pay for filing...so I can't see the raw forms, only the results.
I fiddled around with many permutations, leaving only my 10-99R data as fully accurate. Every combo I can think of comes back with I over contributed, almost as if I didn't move the money from a traditional IRA to the Roth but rather contributed directly.
Am I (and my advisor) wrong that the Roth contribution limit doesn't apply to a same year recharacterization?
