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Question

Recharacterization

Forum|Forum|1 year ago
September 25, 2024
1 reply
5 views

What form name/# would have the recharacterization information from my banking institution?

Employee Tax Expert

Employee Tax Expert

Hello,

I am assuming you are referring to the recharacterization of an IRA.

Form 1099-R will show the distribution from the IRA and Form 5498 will report the contribution.

Mary, tax expert

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