And, when I look at the forms, now it shows a value for both S and T that have been copied from our 2019 form... that was blank -- neither of us have a value on line 24 for our form 5329 in 2019. Again, that've very odd since 1) we don't have values and it's reporting that it took values from a previous years forms... and 2) if one of those transactions would have a problem, I would expect both would have the same problem, and 3) the transactions shouldn't have been taxable at all.
TT did pop up saying that we'd have to amend our 2019 taxes due to the recharacterization. It did that twice... once when I was entering my transactions, and once when I was entering her transactions. Is it possible TT "assumes" you will amend your taxes and updates the information with what it believes will be your amended information?
I did the recharacterization and conversion in 2020 before filing my 2019 taxes.
