dmertz
Level 15

Retirement tax questions

Critter's answer did not address the recharacterization of the contribution for 2018.  The originally filed 2018 tax return would not have reported the traditional IRA contribution that resulted from the recharacterization, so the originally filed 2018 tax return needed to be amended to either include a deduction for the traditional IRA contribution (if a deduction was permitted) or adding 2018 Form 8606 to report a nondeductible traditional IRA contribution.