dmertz
Level 15
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Retirement tax questions

You did a Roth conversion, not a recharacterization.  Make sure that you enter your traditional IRA contribution and indicate that you did not switch the contribution to a Roth IRA.

 

Converting the entire $7,510 was the correct thing to do.  This is reported by entering into 2023 TurboTax the code-2 or code-7 2023 Form 1099-R that reports the distribution from the traditional IRA and indicating that you converted the entire amount to Roth.

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