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Retirement tax questions
Oh good then, thank you! Now I know that I don't have to do the amended 2014 tax return because I properly added the re-characterized portion (basis) to my 8606 form at 2014's filing. (And, of course, the mutual fund company moved over the earnings associated with that re-characterization.) Thanks again for the thorough explanation!
‎June 3, 2019
10:34 AM