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Retirement tax questions
Recap of the facts:
My contribution was in April of 2021 and applied to Roth contribution 2021.
I rolled my IRA into my Solo 401(k) just before Dec. 31, 2021.
So according to the above responses, I should request a recharacterization. I did this yesterday.
So my question was, do I receive a 1099-R from Vanguard before the 4/15 filing? How do I enter this recharacterization into my Desktop version of TurboTax? Thanks in advance!
March 1, 2022
6:20 AM