The Motley Fool Discussion Boards

Previous Page

Financial Planning / Foolish 401(k)s


Subject:  Roth recharacterization & tax refund Date:  1/2/2013  12:55 PM
Author:  Whatiswrong Number:  24982 of 26356

I recharacterized my Roth back to a regular IRA and filed an amended tax return. After many delays and providing additional information, I got a letter today saying they were refunding $20,900 but that amount doesn't include any interest for the 15 months they held up the refund. Is there any recourse? Thanks!
Copyright 1996-2022 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us