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Retirement tax questions
Thanks, the reason I had commented on this was because I was in a similar situation for 2015 taxes when I got a 1099-R for 2015 with code R and TurboTax said I might have to amend my return from 2014. I had already done the recharacterization before I filed my 2014 taxes so all the information was already in the 2014 return. TurboTax must just be giving the warning about amending to be thorough without actually checking the previous return. I guess some people might have filed before knowing the numbers or done the recharacterization after filing and I assume those people would need to amend.
‎June 3, 2019
10:34 AM