citizenkoehn
Returning Member

After you file

Thank you, Dana! Now I've got a few follow-up questions 🙂 

 

My "withdrawal" was strictly a recharacterization.

 

Neither of my 2021 1099-Rs had code PJ. Do I manually enter one of my 1099-Rs with that code?

The 2021 1099-R for my Roth IRA has code R, and shows the gross distribution as my contribution + earnings, but the taxable amount is $0, and neither box of Line 2B is checked. You are saying this is the 1099-R that I don't need to enter?

The 2021 1099-R for my Traditional IRA shows my gross distribution () and Taxable Amount being the same. This 1099-R has code 2, and both boxes of Line 2B are checked.

I did not receive any 1099-Rs in for the 2020 tax year.