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Deductions & credits
I think you said that you already contributed $6,000 to a Roth IRA for 2022, so you would need to recharacterize that to be a $6,000 traditional IRA contribution instead. The deadline for doing so is April 18, 2023 or, if you file your tax return or request a filing extension by April 18, the extended deadline of October 16, 2023. You do not need to have the 2023 Form 1099-R to be able to tell TurboTax that you "switched" your contribution from Roth to traditional.
Having made no IRA contribution yet, your spouse could contribute directly to the traditional IRA for 2022 by April 18, 2023.
March 8, 2023
7:42 PM
958 Views