DanaB27
Expert Alumni

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):

  1. Select Tax Tools on the left and then Print Center 
  2. Select Print, save or preview this year's return
  3. Select federal return and choose to print just the tax return or to include all worksheets as well. 

 

@Ruthenium1 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"