- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Ah ok, yeah that 1/22/2020 contribution (and another $3,000 that same month for the $6,000) were for 2019 (her 2020 contributions were done throughout the year, same as mine). So filing for the form isn't tied to the year when the contribution was actually made, rather what year the contribution is for, got it. I'll do the same with her as I'm doing for me then with the refiled 2019 8606 of the recharacterization amount and then carry it over to 2020.
And perfect, makes sense. Think I finally understand what all needs to be done (hopefully). Can't say enough about how helpful you've been, no way I could've figured this out without your help!
‎April 11, 2021
2:15 PM