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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!
‎April 19, 2021
4:26 PM