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Get your taxes done using TurboTax
@dmertz Should the 2021 Form 8606 (and line 2 for 2022 Form 8606) show the full original amount that was original contributed to the Roth IRA ($4,200) or the amount that it was worth at the time of recharacterization ($3,600)?
‎August 23, 2023
5:30 PM