RobertB4444
Expert Alumni

Retirement tax questions

There are contribution limits for a Roth IRA.  For 2021 the limit is $208,000 if you are married filing jointly.

 

The recharacterization is not income limited so that means you have probably entered it wrong and the program is thinking she contributed to a Roth.  Check these steps against what you've done and se if there is someplace you need to correct.

 

Here are the steps

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