@DanaB27
Thank you. I am certain of it, however I am not sure what my institution will come back with in terms of new forms, they said the forms are technically correct bc they reflect actual movement of money, but they are doing an investigation; bc you can’t recharacterize something that’s already been converted.
I do understand if I extend this return it is not final, however I do have a problem. If I remove the $1317 ($1000 contributed + $317) gains for 2021 for year 2020, won’t my 1099-R that I use for 2021 be technically wrong, because the ones I got from my institution technically reflect this conversion as if it occurred?
What so I do in terms of the 1099-R I enter for my 2021 return? They include these double recharacterization conversions, correct? Thanks
