Hal_Al
Level 15

Retirement tax questions

You need to ask your custodian that question. You probably will not be able to do an exact $ amount.

You have an even more important question to ask your custodian: will you even  be allowed to do a re-characterization?

Part of the new tax law eliminated the ability to re-characterize a conversion after 1-1-18. There's some debate whether that applies to 2017 conversions, but the majority of opinions say it does.

Please let us know what they say.