Retirement tax questions

 

E-Trade correcting its error is not a recharacterization, 

The 2018 rule change applies to conversions, initiated by you.

You did a trustee-to-trustee transfer.

 

You are trying to go into the Roth IRA, not out of it.

The rule applies only to recharacterization back from a Roth to a Traditional IRA 

 

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