barbel617
New Member

Retirement tax questions

I have the same situation as Gunner33, just want to confirm, when recharacterizing a non-deductible traditional ira contribution to a roth ira contribution, 8608 will not be needed when amending the return, right? But is it suggested to just file one for the roth ira so that IRS can keep track of my roth ira basis? Is it necessary? Thank you so much for your reply.