Hi Dana,
When I attempt to amend our 2020 return TT (cd version) tells me it finds no differences between my amended return and the original. The following seem to be the case:
- When I enter a Roth to Trad Recharacterization via the TT IRA contribution easy-step, TT enters the values (6k and 7k) on lines 1, 3 and 14 of our 8606 forms.
- I already included a recharacterization statement when I filed the 2020 return.
- TT states that "Income too high to deduct IRA contribution" for both my spouse and I.
I am not sure how to tell the IRS we recharacterized, other than the explanation statement, (which they already have). Am I supposed to somehow delete the 8606 forms for the amended return? If so how?
Thanks,
Ruffy
