About bower-jack

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Re: Recharacterization of Roth IRA to traditional IRA and subsequent...

Yes I understand - but the earnings happened in 2022. When do I report this?

bower-jack

5

Updated Aug 19, 2023
Re: Recharacterization of Roth IRA to traditional IRA and subsequent...

Thanks, this is helpful! Since I contributed and there were earnings in 2022, wouldn't I need to report this in 2022 vs. 2023?

bower-jack

7

Updated Aug 19, 2023
Re: Recharacterization of Roth IRA to traditional IRA and subsequent...

I'm in the same situation... My wife contributed $6000 to her Roth IRA in 2022 but we got married late last year and have decided to file jointly. However, our ...

bower-jack

9

Updated Aug 19, 2023

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Date Registered	‎June 4, 2019 6:31 PM
Date Last Visited	‎April 7, 2023 11:06 AM
Total Messages Posted	4

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