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Retirement tax questions
It appears when generating form 8606, TurboTax took the amount from the 1099R which tracked the recharacterization, not the 1099R for the Roth conversion, which accounts for the error. If there a way to manually fix form 8606 through TurboTax? I have downloaded the desktop version in an attempt to amend the return, but haven't had any luck so far. Thanks again.
March 31, 2024
10:00 AM