DanielV01
Expert Alumni

Retirement tax questions

The recharacterization is a 2018 event.  A recharacterization treats the original Roth contribution as having never happened, and that you made a Traditional IRA contribution itself.  If you then convert the TIRA back into a Roth, that is a 2019 tax event even if it happened on the same day.  A conversion is reported in the calendar year it occurs.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"