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Retirement tax questions
So for clarification a 5498 form from 2009 would serve as the source document for the 2009 8606, even if recharecterization took place in 2010 (before tax deadline)?
if I understand the 5498 process, a 2009, 5498 would reflect any contributions that took place between 1 January 2009 and 15 April 2010?
‎January 25, 2024
1:33 PM