Vanguard is able to recharacterize the $6k for 2020 to an indirect rollover. However, they say it's too late to do the same for the 2019 contribution. A tax advisor said the TurboTax software might be able to handle communicating this issue to the IRS.
posted
February 2, 2021
4:51 PM
last updated
February 02, 2021
4:51 PM