- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Deductions & credits
"Page 4 - Tell us how much you Transferred
Amount Switched from Traditional to Roth: [6500.00]"
That's where you made the mistake. You did not switch (recharacterize) the traditional IRA contribution. You did a Roth conversion, reported on the code-2 Form 1099-R. A recharacterization would have been reported on a code-N Form 1099-R.
‎February 11, 2024
1:01 PM