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After you file
Can the $5,100 be recharacterized to a Roth IRA? The $5,100 is in a Traditional IRA account that has had deductible contributions in past years prior to 2018. Or, is it it better to simply leave the $5,100 in the traditional IRA and maintain the most current 8606 form that was completed and withdraw funds from the traditional IRA when eligible and without penalty?
‎February 20, 2023
10:58 AM