71YTA31
Returning Member

After you file

Ok, but in your earlier responses, you suggested filing the amendment after receiving the 1099-R, which wouldn't happen till January 2022.

 

The information from Vanguard is saying to file the amendment by October 15th 2021.

 

For the amount recharacterized vs the amount transferred, the IRA contribution interview you keep referencing does not address the question as it is being asked in its current form. The question is formatted to represent the TurboTax input:

 

Amount Contributed

Amount Recharacterized

Amount Transferred

 

If you could address the actual numbers in the question, particularly amount transferred, that would be great.

 

Thanks.