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recharacterization question
Hello,
I made a $5500 contribution to our Roth IRA in early 2019 and after doing so realized that, based on our income, we were no longer eligible to make a full contribution. I recharacterized approx. $4k of it into a traditional IRA. I've now received a 1099-R that says I need to amend my 2018 return. Do I really need to file an amended return? There is no taxable amount specified in box 2a and 2b says taxes have been determined. thanks
‎February 29, 2020
7:27 PM