MinhT1
Expert Alumni

Get your taxes done using TurboTax

1. The amount transferred must include the earnings (i,e, $1237) and will be the nondeductible contributions reported on line 1 of form 8606.

 

2. "TELL US THE VALUE OF ALL YOUR TRADITIONAL IRA ACCOUNTS" This should also include the recharacterizations for 2020 made before April 15, 2021.

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