- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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
‎February 28, 2024
5:12 PM