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Level 2
posted Mar 25, 2023 4:25:32 PM

Recharacterization reason

I make an excess contribution in 2021.  TurboTax is now asking me to enter a reason for recharcterization.

 

What would be an acceptable IRS response to enter?

 

Thank You!

0 1 185
1 Best answer
Level 15
Mar 25, 2023 6:04:16 PM

"to avoid an excess contribution" would be a good reason.

 

@K46732 

1 Replies
Level 15
Mar 25, 2023 6:04:16 PM

"to avoid an excess contribution" would be a good reason.

 

@K46732