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Thanks for the response AJ; I went back and retraced EXACTLY how this went down and this is the timeline as it happened.

1-$1000 Roth contribution made; recharacterized to traditional IRA

2-$5500 contributed to Traditional IRA

3-$5500 moved to traditional IRA (2 box 7 on 1099)

4-$1000 redistributed as an excess contribution (8,1 box 7 on 1099)

The codes 8,1 seem to make it sound like it's a taxable situation. Since I never took a IRA deduction on that excess contribution is it correct that it would be a taxable situation?

Thanks again!

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