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Retirement tax questions
At the end of 2019 my TIRA had $0 in it. I converted 100% of my TIRA in March 2019 ($5749). In March of 2020 I recharacterized $1200 ($1135 after losses) from Roth to TIRA (was originally contributed Jan 2019) so would that be the value of the TIRA at the end of 2019? Or should I also add the $4800 (non-deductible) that I contributed to the TIRA in March 2020 (2019 contribution)? So would line 4 of the Taxable IRA Distribution Worksheet be 0, 1135, 1200 or 6000?
‎April 9, 2020
9:10 PM