- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.**
‎April 21, 2020
10:16 PM