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Retirement tax questions
Correct. The newly enacted tax law prevents Roth conversions performed in 2018 and beyond from being recharacterized. Conversions (and taxable rollovers from a traditional qualified retirement plan to a Roth IRA) performed in 2017 are the last ones that are permitted to be recharacterized back to a traditional IRA.
‎June 6, 2019
9:36 AM