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Mike109883
Returning Member

Recharacterize tradtional IRA to roth IRA

I want to recharacterize $5000 IRA all to Roth IRA. What is the correct steps and what the number should i put in each step? In the recharacterization explanation, should i say the amount recharacterized and the amount transferred the same as $5000 since I want a 100% recharacterization?

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1 Reply
JotikaT2
Employee Tax Expert

Recharacterize tradtional IRA to roth IRA

Please see the following link for step by step instructions to enter this conversion.

 

Backdoor Roth IRA conversion for both online and desktop

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