Retirement tax questions

Ah-yes.  I overlooked that.    Since a recharacterization treats the contribution  as if it has been made to the Traditional IRA in the first place, and if it was a 2019 contribution then indeed, it must be added to the tax worksheet line 4, just as if it had been contributed in 2019 directly to the Traditional IRA.

 

I deleted my comment above.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**