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Get your taxes done using TurboTax
Thank you dmertz for your patience with me.
I had a IRA-IRA rollover in Dec. 2021, so if I understand correctly, I'm out of luck to rollover the distribution, right?
And, I can't convert the non-deductible contribution to Roth tax free, since it has already been distributed, right?
I have started amending my 2021 return by entering the $7000 distribution that asks to create a substitute 1099R. Should I say NO to the 1099R substitute?
How do I change form 8606? It won't let me change the values on the form. Should I enter 0 for contributions when going step-by-step to undo/reverse original 8606?
‎September 20, 2022
11:02 AM