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Retirement tax questions
Yes, you need to report the recharacterization with the steps mentioned in #3 and not enter it directly as a traditional IRA contribution (delete the traditional IRA contribution entry).
Please follow these steps to view Form 8606 (you may be asked to register or pay first):
- Select Tax Tools on the left and then Print Center
- Select Print, save or preview this year's return
- Select federal return and choose to print just the tax return or to include all worksheets as well.
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‎February 20, 2023
6:11 AM