- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
After you file
Matt,
you are correct to go to the retirement section when amending your 2018 return. You will enter the 1099-R from 2019 in your 2018 tax return because of the code R—Recharacterized IRA contribution made for 2018 and recharacterized in 2019 in box 7. TurboTax will then ask "Which Year on Form 1099-R?" select 2019 and TurboTax will know that this entry belongs in 2018.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎March 29, 2020
12:39 PM