jhlight12
Returning Member

Retirement tax questions

@DanaB27 - this seemed to solve the issue! I think the issue was I originally answered yes to the "recharacterized question". Was definitely not clear that this was intended to mean "at the time of contribution" and not that I converted it to a Roth later. I understand those terms are different when it comes to filing, but it tripped me up.

 

Thank you for spelling this out! I appreciate it.