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Get your taxes done using TurboTax
Thank you @DanaB27 . I just stepped through a copy (using TT Premiere) and think I have it. I didn't totally understand the "recharacterized" but I answered "No" as advised. When I was done, form 8606 was generated and the tax liability did not change. I had already entered the 1099R data so think that is set. Now I'll just wait a few weeks until the originals are processed and file the amended. Looks like the Fed needs to be physically mailed ...all 56 pages!!!!.
Thanks again.
Brian
‎February 26, 2023
2:07 PM