dmertz
Level 15

Retirement tax questions

When entering the Roth IRA contribution, make sure that you enter $4,000 as your Roth IRA contribution and then in the follow-up indicate that you recharacterized $1,020 of that.  The result that you are seeing suggests that you entered only the $2,980 of net Roth IRA contributions rather than $4,000 that you should have.

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