Hmm, ok maybe this would be easier if I show you exactly what my 2019 8606 looked like: https://www.screencast.com/t/KsGUyORK
So as you can see the 2019 8606 does indeed properly reflect the $590 (of which $240 was the recharacterized amount)
So the primary source of confusion for me at this point is the 2020 Form 1099-R...The $240 did indeed pertain to a 2019-tax-year-contribution but the recharacterization took place in May 2020 (see original post for full timeline). I just assumed since it is clearly marked as "2020" that this meant I needed to reflect it on my 2020 return...
So I believe my options are as follows:
1. Amend my 2019 return to reflect this 2020 Form 1099-R
2. Include this 2020 Form 1099-R on my 2020 return
3. Disregard it completely and do not include it on my 2019 OR 2020 returns
Which one should I do?
