MarilynG1
Expert Alumni

Retirement tax questions

@GarysGirl Think of IRA recharacterizations as a set of special rules allowing you to change your mind about the type of your current year IRA contribution.

 

So if you didn't change your traditional IRA to a Roth IRA, you would say NO to this question. 

 

Click this link for more info on IRA Conversions, Recharacterizations, Rollovers

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