Hi@DanaB27I just wanted to give you an update that I spoke with Merrill again. They said that since the recharacterization of my contribution for 2022 from Roth...
Thank you@DanaB27! This helps tremendously when I speak with Merrill again. So far the people I have spoken with just repeat what is on the form and nothing mor...
Thank you@DanaB27!Just to clarify my question on the 5498, I did receive a Form 5498 in 2023 for my original Roth contribution. It says $6000 in Box 10 for Roth...
Hello @DanaB27,I hope you are well. I wanted to revisit this topic. It's been almost a year since I recharacterized my Roth contributions to a traditional IRA. ...
Hello Dana@DanaB27,Thanks you very much for the explanation on the 1099-R related to the recharacterization.You are correct, my traditional IRA has a non-taxabl...