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Retirement tax questions
Dear @DanaB27
I am in the same boat as @bareli and I filled the recharacterization as you (@DanaB27) described above . You mentioned we will be getting a 1099-R, I assume it will be in 2022.
Do I have to amend my 2020 return next year (in 2022) or simply ignore the 1099-R.
Or do I have to report it in my 2021 returns, because the transaction occurred in 2021?
Thank you in advance.
‎April 24, 2021
2:47 PM