KREC
Level 3

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?