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After you file
I received a 2021 1099R form. Turbotax shows that I have to amend my 2020 tax return. From the previous information, I understood that I don't need to amend it because I provided an explanation for the recharacterization from Traditional IRA to Roth IRA on my 2020 tax return. Should I report the 2021 1099R on my 2021 tax return?
March 29, 2022
9:29 AM