@DanaB27
Thank you. It's one small step but not sure what my institution will come back at me with. They said the forms were essentially correct since these transactions did happen, but not sure how it will affect my filing since "outstanding recharacterizations" might be actually different than on the forms.
I'm going to assume possibly that after I complete my 2021 return the numbers may be different if I get new forms. Do I just fill out 2021 return with the forms and numbers we have been discussing for now? What will happen after I submit payment however these numbers are indeed different and my tax due changes?
Also, what do I do with my 2020 amended return? Can this wait until after I submit my 2021 return? These numbers may essentially be different also.
@DanaB27 you have been a great help thank you
