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What date does TurboTax mean by "What year is on your...1099-R?" Is it asking for the year of the recharacterization/distribution rather than the tax year of the form?
The only date on my forms is "2020 Form 1099-R" but if I use that date, TurboTax seems to think the recharacterization impacts 2019 taxes due to distribution code "R" for a recharacterization that settled in 2021. It seems TurboTax is really asking for the year of the distribution.
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‎January 25, 2021
7:59 AM