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Does Turbotax submit form 8066 for me?
In 2021 I recharacterized an excess Roth IRA contribution as a Traditional IRA and entered the details in Turbotax. Turbotax generated a correct 8066 in the "Forms" tab and in pdf export of all my forms. Would Turbotax also have submitted this to the IRS with my return or do I need to print out, sign, and send to IRS myself?
If Turbotax did submit for me, am I now all set for future Roth Conversion or distribution from the Traditional IRA as long as I keep a copy of the 8066 for my reference?
March 12, 2023
4:02 PM