Kenneth
New Member

How to handle 1099-R with Distribution Code "R"?

Last year after doing my taxes I realized that I over contributed to my roth IRA (For 2017). So I had re-characterized it to a traditional IRA in 2018. When I was filling my returns (this year) for 2018 and added the 1099-R. It said that I might need to amend my 2017 returns. I had filled out the 8606 Form last year on my 2017 returns but do I need to amend it with the 1099-R?