turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Recharacterization

What form name/# would have the recharacterization information from my banking institution?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
mbpeddie
Employee Tax Expert

Recharacterization

Hello,

I am assuming you are referring to the recharacterization of an IRA.

Form 1099-R will show the distribution from the IRA and Form 5498 will report the contribution.

Mary, tax expert

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies