Thank you for the reply. I found the PDF statement in my tax return which explains that I recharacterized my Roth to a Traditional bc AGI was over the allowable amount. Also, on the form 1040 4a it says STMT under attach column but there is no amount listed in the box for 1040a. The amounts are explained on the statement which is later in the return. The 8606 form is correct on the 2020 return showing a contribution to a Traditional IRA. I think I am good and do not have to amend my 2020 return to include the 1099-R which I just received and has a 2021 date. I also checked with one of the Turbo Tax experts on a phone call today and he explained that I am good and do not need to amend my 2020 return and I should just file the 1099-R. I don't want to put the 1099-R on my 2021 return because the distribution was for a rollover for a 2020 contribution, correct?
