- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Hmm, this is strange because the ROTH Conversion form I filled in asked what tax year, and I filled 2021, even thought the conversion was performed in April 2022 (5 days ago). They (Ameritrade) also said that a recharacterization from a Traditional IRA to a ROTH is just called a Roth Conversion but said they are otherwise the same thing. It was difficult to find accurate info online, so I figured I could trust them. Were they incorrect on both accounts?
‎April 17, 2022
8:42 PM