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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.
‎April 11, 2022
6:06 AM