Hi @dmertz
Could you please advise how to "recharacterize the excess Roth IRA contribution to be a traditional IRA contribution"? What forms will be generated together with this recharacterizing?
My story: excess contribution for Roth in 2020, and will remove in March-2021.
Right now I'm at the step: Turbotax tell me I have exceed contribution, and ask if I remove to prevent penalty.
What should I do next? Come back and input the contribution after subtract recharacterizing amount?
Thank you.
