Thanks for the reply JAFO,I did look at both the threads you mentioned and it seems like recharacterizing the 99 contribution as a regular IRA would be a good idea. The Roth is at TDWaterhouse, they had no idea how to figure the tax due, (because I would still like to keep the 98 portion in the Roth) wouldn't they still need to calculate the 99 portion to recharacterize?Anyway I getting a recharacterize from TDWaterhouse and I guess it will be up to them to figure it out now.Thanks againJeffdfool
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