ridzelis
New Member

I made an excess 2018 roth ira contribution. i withdrew all and added back to my brokerage account. it is not fit re characterization definition. how do i report this?

re-characterization is defined as from roth ira to traditional ira and vice versa.  but i also would have had an excess even in a trad. ira.   the money was withdrawn and put back into my brokerage account.  i don't know how to report this as it is not a re-characterization   or  is it  ?


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