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Retirement tax questions
Hello Dana,
Thanks for looking into this. The IRA worksheet has $7325 on Line 19. Money was moved from Traditional to a Roth IRA. Line 22 has nothing there.
I'm concerned the recharacterized amount on Line 20- Does not match the 24 1099 R. The 1099 R has different amounts from what's listed on the worksheet. Does it need to be the exact amount of recharacterization from the form are is there some wiggle room for increases?
Thanks @DanaB27
Line 19: $7325
Line 20: $175
Line 21: Blank
Line 22: Blank
Line 23: Blank
Line 24: $7500
Line 25: Blank
Line 26: Blank
Line 27: $7500
Line 28: Blank
‎April 4, 2025
7:51 AM