toney35
Returning Member

Retirement tax questions

Thank you both. Yes, I have a similar circumstance as @cantdrive55 whereby I contributed to my Roth IRA for 2020, only to re-characterize the 2020 contribution to a traditional IRA before filing my tax return in 2021. I filed a 8606 and included a note explaining the re-characterization when filing my 2020 return, so I agree I do not believe there is any further action or need to amend.