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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:
- 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.
‎June 26, 2023
7:24 AM