leet1
New Member

Retirement tax questions

I am in the same situation.. self-employed and made a roth IRA contribution last year that needs to be re-characterized.   I started by recharacterizing to a Traditional IRA but just am now learning about SEP IRA's and that seems like a much better option.  How did you do it?  (I am using H&R Block for tax filing so if you have any insights on that too, it would be much appreciated!)