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Subject:  Re: IRA Recharacterization/Distribution? Date:  2/4/2013  8:27 AM
Author:  TMFPMarti Number:  117615 of 124779

Late last year I mistakenly made a deposit to a regular IRA instead of my Roth.

I conducted a recharacterization and the money was moved from the regular IRA to the Roth..

I received a 1099-R for a distribution of those funds from the regular IRA.

Is this to be expected?

If so, how do I account for this on my tax forms?

See Example 2 on page 4 of the instructions for Form 8606. The only number that winds up on your return is the 1099-R amount on line 15a.

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