dmertz
Level 15

Retirement tax questions

In what year did you perform the Roth conversion?
What is the code in box 7 of the Form 1099-R for that year that reports this conversion?
Is the IRA/SEP/SIMPLE box marked?
Is a nonzero amount shown in box 4?

Do you have a separate Form 1099-R for the recharacterization?
If so,  what is the code in box 7 of that Form 1099-R (code N or code R)?
Is the IRA/SEP/SIMPLE box marked?
Is a nonzero amount shown in box 4?