DanaB27
Expert Alumni

Retirement tax questions

Question 1: Yes, that is what I was referring to.

 

Question 2: Yes, since it doesn't impact your 2019 taxes one way or the other that's the reason why you do not need to bother amending your 2019 return.

 

Question 3: If did enter it as a recharacterization you can see that on the IRA contribution worksheet and there will be an explanation statement included with your return to explain the recharacterization. 

 

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