Hello,
I put my contribution in Vanguard in Roth IRA in 2020 and purchase funds. I did not realize that i am not eligible for Roth IRA so i recharacterize the complete amount to Tradition IRA in 2021 (The money grow by now by couple of hundred dollars). Now i moved the money back to Roth IRA (backdoor conversion). I followed the same process for Year 2021 but immediately moved the money to Roth after putting in Traditional IRA so no amount add there. Vanguard told me that they will provide the 1099 R form for both transactions in 2022 so can I file taxes for the amount that grow before i make backdoor Roth conversion along with 2021 taxes or i need to add it in my 2020 taxes. If i need to add in 2020 taxes how can i do that in Turbo Tax software without 1099 R. if in 2022 (for 2021 taxes) can i include both forms (or single whatever Vanguard provides) that time? Please advise. Thanks
