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recharacterization: the original amount to the first IRA you report as contribution to the second IRA, earnings move but are ignored.
You must use a trustee-to-trustee transfer.
report this on your tax return for the year during which the contribution was made.
Yes, you do not check the box next to traditional IRA. You will enter the recharacterization when you enter the contribution to the Roth IRA for 2023:
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