Please advise what tax form to file and how, and here're my activities timeline: current date 8.26.2022
Question 1:
3.28.2022 contributed $6000 to 2021 Roth
Tax filed 4.3.2022 using turbox tax online
6.23.2022 realized not quality for contributing 2021 Roth, Thus recharacterize the $5500 ($500 loss) to Traditional IRA 2021 (new opened IRA account, no previous IRA account).
6.25.2022 Converted $5500 in Traditional IRA to Roth (backdoor)
Need to file 2021 8606? Can i do it using turbo online? Do I need to amend 2021 tax report? I have not received 1099R (assuming that will come in 1.2023).
Question 2:
4.11.2022 contributed $6000 to 2022 Roth
6.23.2022 again not qualify to contribute, so recharacterized $5500 ($500 loss) to the Traditional IRA account 2022
6.25.2022 Converted to Roth.
any tax form need to file currently in 2022? everything 8606 and 1099R to be taken cared in 2023?
Thanks so much!
