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Retirement tax questions
What do you mean "transfer"?
Did you "recharacterize" the Roth contribution to traditional IRA? Did you specifically use the term with the cudstodian? Or did you do it in some other way?
When you tried to move the money from the traditional IRA back to a Roth, did you ask them to do a "conversion" or a rollover? Or did you tell them something else?
The exact terminology is important here.
‎April 8, 2022
3:57 PM