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Backdoor Roth IRA: Recharacterize vs Conversion
Backdoor Roth IRA: Recharacterize vs Conversion When I was doing my taxes for 2022, I went over the Roth limits for the first time, so I had to do a form to recharacterize my contributions as a traditional IRA.
So now for 2023, I understand that I should be contributing to the Traditional account and then... do I use the "Recharacterization form" or "Roth Conversion" from my bank? (Chase if ...
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