- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Hi thank you for your quick advise.
Yes, I entered the recharacterization for 2020 held at 2021/03 and I have total basis of $5496 at line 14 of 2020 return and transferred to 2021 return.
I entered all other parts of questionaries based on your advise and now this is how my 8606 looks like.
Here is the distribution worksheet.
Now I have $470 taxable amount. Does this look okay? If you could review it, much appreciated!
March 10, 2023
10:21 AM