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Level 1
Sep 25, 2024 6:26 PM UTC
Question

Recharacterization

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

    1 reply

    mbpeddie
    Level 5
    Sep 25, 2024 6:36 PM UTC

    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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