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Retirement tax questions
Thank you for your response. I am confused, though. I found Forms 8606, 5498 and 1099-R in my search about recharacterization and IRAs. Do I need to deal with any of these forms in my case? I would like to convert the $3600 funded to a Roth IRA into a Traditional IRA. Since I did not file my 2016 return yet and the contribution was made in 2016, I thought this would be a simple process. After I ask my IRA custodian to do it, what do I have to do for my 2016 tax return? Will there be anything to do next year for my tax return 2017?
‎June 4, 2019
8:20 PM