benito1
Returning Member

Retirement tax questions

Thank you @macuser_22 

 

One quick follow-up question from my end.

 

Do I do all this under the Roth IRA or under the Traditional IRA?

 

The initial question I received during the "interview" part is:

 

"Tell us if you moved the money through conversion:

  • Option 1: I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)

  • Option 2: I converted some or all of it to a Roth IRA

  • Option 3: I did a combination of rolling over and converting some or all of this money

  • Option 4: I didn't rollover or convert this money"

You mentioned I should choose "Did you switch from a Roth to a Traditional IRA - recharacterize" -- but I don't see this option. Which option above is correct?

 

Thank you!