Thanks, DanaB27 for your help so far! Now the financial company that made the mistake wants us to fill out a "recharacterization" form requesting the amount to ...
They indicated they would move the difference between the two, so they would need to move $5000 from the IRA to Roth plus any earnings on the whole 10,000 plus ...
They did send me two 1099R one for each IRA, so each has its own, but I see what you are doing in the reply. What would I need to do next year as it gets correc...
