Retirement tax questions

Hi @FangxiaL!

Thank you for the response! A follow up question from step 1. Even though I did the recharacterization for the 2020 tax year in Feb 09, 2021, it would be correct to NOT write on this 2021 tax year that I had any roth and recharacterization. Is that right?

Instead, I'll go and file an amended 2020 tax form regarding this re-characterization, right?

Lastly, for my 2021 tax year, in Form 8606 line 14, is my "total basis in traditional IRAs for 2021 and earlier years" supposed to be 0? (Because I have converted my nontaxable distribution to the Roth IRA account, right?)

Thanks!