qbteachmt
Level 15
04-07-2023
11:02 AM
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"It will be a code R per the retirement dept of Fidelity."
That is only true if you really stated this incorrectly in the description, but correctly in your title. You stated conflicting terminology:
Title = "ROTH CONTRIBUTION RECHARACTERIZED BEFORE DUE DATE OF RETURN"
Description = "so they have withdrawn it with $165 of earnings"
Did they recharacterize it from Roth to Traditional, or did they take it out?
"Use code R for a recharacterization of an IRA contribution made for [prior tax year] and recharacterized in [current tax year] to another type of IRA by a trustee-to-trustee transfer or with the same trustee."
Ask them where the money went.
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Don't yell at us; we're volunteers