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April 10, 2022
Question

I forgot to recharacterize my Roth IRA contribution. Do I need to amend my tax return or just recharacterize?

  • April 10, 2022
  • 1 reply
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1 reply

Employee
April 11, 2022

If recharacterizing is what you reported on your 2021 tax return and you have no reason not to recharacterize, just recharacterize.