I have a similar question.
I had over contributed to my Roth IRA in 2019. Prior to filing my 2019 taxes I re-characterized the over contributions of the Roth IRA to a traditional IRA, and reported this in both the 'how much you transferred' section and the 'Roth IRA Explanation Statement' section when I filed my 2019 taxes last year. This year, I received a 1099-R with the year '2020' listed on the form - box 1 of this 1099-R shows the amount that was transferred (recharacterizations + earnings), box 2a (taxable amount) shows $0, and box 2b (taxable amount not determined) is not checked.
When filing my 2020 taxes, TurboTax said I may need to amend my 2019 return.
Q1: Since I already submitted this information when filing my 2019 taxes, do I still need to amend my 2019 return?
Q2: If 'yes' to Q1, what would I change?
Q3: If 'yes' to Q1, do I also need to amend my Massachusetts state return?
Thank you!
