Retirement tax questions

@lfeller - please provide the source of that paragraph, including the date it was written.  It may have been true through 2017.. 

 

Again, see this Intuit link: 

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/difference-conversio....

 

  • Think of IRA recharacterizations as a set of special rules allowing you to change your mind about the type of your current year IRA contribution. As a result of the Tax Reform Act, beginning with 2018, recharacterization of a Roth conversion is not allowed.