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Retirement tax questions
Thank you very much for the detail answer but I'm confused.
>> On your 2023 return you should have reported the recharacterization form Roth IRA to traditional IRA:
I only recharacterized in 2024 as I realized that I couldn't do the Roth IRA in 2023. Do I have to file an amended return for 2023 then?
‎February 5, 2025
6:13 PM