Why? IMO it's of no concern to OP what Schwab's books look like, although I'd suspect that Schwab did what you're suggesting at the time of the recharacterization. They just don't want to be bothered doing favors for a former customer ===========================I'm sure that's true - that they don't want to be bothered spending time on a former customer.But I think the OP is right to want his statements, 1099-Rs, and 5498 at year-end to reflect the actual situation - and I give him credit for thinking about it now, rather than next Feb. 15.Bill
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