Hi Dana,
My 2020 return has nothing on 1040 line 4a-IRA dists, (even though I provided a recharacterization 'explanation statement'), and likewise the 2020 IRA info Worksheet has nothing for line 2 (YE value), and nothing checked on 'Opened Roth before 2016'. As mentioned before, 2020/8606, only has lines 1 and 3 entered.
I am thinking I will need to amend 2020 - do you agree? When I amend 2020 and file 2021, is there a trick you can provide to keep the 2020, and 2021 amounts separate?
Thank you,
Ruffy
