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Retirement tax questions
Thank you for taking the time to answer my question.
So when I "undid" my $8000 Roth IRA contribution should have I recharacterized it to my Traditional IRA vs. transferring the money back to the original source of the funds which was my regular taxable brokerage account? If so, can I rectify this by contacting the account custodian (Vanguard) to correct my error if I do so by April 15, 2025?
Any additional information you can provide would be greatly appreciated. Thank you.
March 10, 2025
12:14 PM