Follow this detailed walkthrough of how to report in FreeTaxUSA recharacterizing and converting backdoor Roth contributions from the previous year.
Split-Year Backdoor Roth IRA in FreeTaxUSA, 1st Year
Follow this detailed walkthrough of how to report in FreeTaxUSA the backdoor Roth contribution made or recharacterized for the previous year.
Backdoor Roth in H&R Block: Recharacterized in the Same Year
Follow this detailed walkthrough of how to report in H&R Block recharacterizing a Roth IRA contribution in the same year and converting to Roth again.
Split-Year Backdoor Roth IRA in H&R Block, 2nd Year
Follow this detailed walkthrough of how to report in H&R Block tax software converting recharacterized backdoor Roth contributions from the previous year.
Split-Year Backdoor Roth IRA in H&R Block, 1st Year
Follow this detailed walkthrough of how to report in H&R Block tax software the backdoor Roth contribution made or recharacterized for the previous year.
Backdoor Roth in TurboTax: Recharacterize & Convert, Same Year
Follow this detailed walkthrough of how to report a Roth conversion in TurboTax after recharacterizing a Roth IRA contribution in the same year.
Split-Year Backdoor Roth IRA in TurboTax, 2nd Year
Follow this detailed walkthrough of how to report a Roth conversion in TurboTax after recharacterizing a Roth IRA contribution for the previous year.
Split-Year Backdoor Roth IRA in TurboTax, 1st Year
Follow this detailed walkthrough of how to report in TurboTax recharacterizing a Roth IRA contribution before converting it again as a backdoor Roth.
Recharacterize IRA Contribution At Vanguard
If you accidentally contributed to the wrong IRA at Vanguard, you can follow these steps to recharacterize the contribution.
IRA Recharacterization Illustrated
A graphical illustration for what happens when you recharacterize an IRA contribution or conversion.