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Deductions & credits
Thank you much appreciated! I was able to confirm what you said here with my investment group this morning. One would think they should have made me aware of this in January 2022 and stop my contributions then. Apparently the only option left now is the Recharacterization of the 2022 contributions and stop any 2023 contributions. I expect a response to those actions at some point this week. At least the tax return will be correct when submitted.
March 13, 2023
8:22 AM