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Roth IRA Recharachterization Statement while E-filing
Hi - due to an overcontribution, I had to recharacterize my full contribution from a Roth to a Traditional IRA. This generated a Recharacterization Explanation Statement where I included all of the details for the transaction. My question is: will this statement be included automatically when I e-file or do I need to mail it in physically?
‎April 6, 2022
6:52 AM