Erroneous Conversion to a Roth IRA

I’m looking for someone who has experience with an erroneous conversion to a Roth IRA. My client converted $26k a couple of days ago when she meant to have the conversion occur in January 2019. The broker thought she wanted the conversion to occur now. How difficult is this to undo?



Conversions can no longer be recharacterized and therefore cannot be undone. Client intended for the conversion to be done in January, so the damages would be related to the amount of additional taxes due for 2018 compared to what would be estimated for 2018 plus interest for a year on the additional taxes. Client would need to make that case for the broker to reimburse. However, unless the client has some documentation the broker will probably take the position that client did not make her intentions clear enough. 



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