Jcarta
New Member

Recharacterization from Roth IRA to Traditional IRA after I filed 2017 taxes.

Hello. I filed my 2017 income taxes in Feb. 2018. After I filed, I realized that although my AGI was not over the maximum salary limit for Roth IRA contributions ($133K), it was high enough that I over-contribued to my Roth IRA in 2017 by $4016. I contacted Fidelity and they recharacterized the $4016 into a Traditional IRA. They told me I needed to file a Form 5329 and amend my tax return. I can't figure out in Turbo Tax where to do this. Has anyone had this happen to them? Can you advise where I need to file this Form 5329? Thank you!