My question concerns distinguishing Roth 'contribution' earnings from Roth 'conversion' earnings for purposes of a '98 Roth recharacterization. I made a '98 Roth contribution of $2,000 in July, 1998. In December '98 I converted a trad. IRA to Roth. Those converted funds went into the same account as the '98 Roth contribution. I now wish to recharacterize *only* the conversion amount. The broker says I have to tell it what earnings *not* to recharacterize -- i.e., the earnings on the 'contribution' amount. How do I do that? The contribution amount ($2,000) remained as cash until after it was mingled with the conversion funds and was eventually used in the purchase of stock. Since any stock purchase I subsequently made exceeded $2,000 any stock transaction which can be interpreted as having used the 'contribution' funds was part 'contribution' funds and part 'conversion' funds. I'm at a loss as to how to provide the broker with the separate 'contribution' earnings information it says it requires. Thanks.
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