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Retirement tax questions
Hello Dana,
When doing our 2020 taxes we had our financial institution recharacterize all the monies, but as far as our 2020 tax filing I'm not sure if I recharacterized it. On our 2020 taxes we submitted 8606 forms for the 7k and 6k amounts where, for example, the 7k amount is listed on lines 1,3 and 14, but nothing else is entered. I'm not sure where else to look to see if I 'recharacterized' these amounts on our 2020 taxes.
Where should I look for evidence, and if I did not recharacterize on our 2020 taxes, what do I need to do about it now?
Thank you,
Ruffy
March 22, 2022
7:44 AM