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Retirement tax questions
It was mistake by both, the 401K company didn't split the money into two checks, but they did send the documentation to IRA company(Etrade), but they didn't split the money into 2 accounts (IRA and Roth IRA). Now IRA company can't split the money due to IRS rule changes in 2018 for recharacterization is no longer allow.
‎February 28, 2024
4:47 PM