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Retirement tax questions
I did $7,000 in 2024 and $1,000 in Jan of 2025... all for 2024. The $2,309.28 recharacterization was done in Sept 2024 (the actual mistake into the Roth was in Feb 2024)... about a week later I converted it, which left 0.00 in my traditional. I knew this was going to screw things up... and I made it worse by making a 2024 contribution in 2025... and then converting it in 2025.
I really appreciate everyone taking time to respond.
Thanks
May 1, 2025
4:59 PM