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Retirement tax questions
the first recharacterization request for 2021 is a contribution for 2021.
if you make it non deductible you put that amount on 2021 Form 8606,
the second request for 2022, if non-deductible, has to go on 2022 Form 8606.
if you are not going the non-deductible route, it is an IRA deduction for 2021 and an IRA deduction for 2022, respectively.
March 27, 2023
6:26 PM