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Retirement tax questions
You recharacterized only $5,500. The amount transferred was $5,583. The transaction history is reporting the amount transferred, not the amount recharacterized. On the explanation statement that must be included with your tax return you will indicate that you recharacterized $5,500 and in addition to the $5,500 being transferred, an associated $83 of earnings were transferred.
May 31, 2019
10:48 PM