imjfarley
Returning Member

Retirement tax questions

Same thing happened to me. I still have some questions though.  If an explanation statement was made on 8606 for the recharacterization would it be in the PDF of the tax return?

Since you are not amending your 2020 return are you just not entering the 1099-R anywhere?  I just read in some Turbo Tax instructions for a previous year recharacterization that you should put in the information for the 1099-R which you expect to receive at a later date on your taxes.  Would of been nice if Turbo Tax would of walked me through that when entering the recharacterization last year.