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Is a recharacterization amount for 2020 from a Roth in early 2021 to a traditional Ira added to total trad. Ira value as of dec 31 of 2020 On form 8606?
Not clear from interview whether a Roth recharacterization to a trad Ira should be added to what was the total traditional Ira total value as of dec 31 2020.
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March 4, 2021
3:49 AM