dmertz
Level 15

Retirement tax questions

If your 2017 tax return already reflects the Roth IRA contribution that resulted from the recharacterization, i.e., there is no deduction for a traditional IRA contribution and no Form 8606, there is nothing you need to do.  You can enter the code 2018 Form 1099-R into 2018 TurboTax, but TurboTax will ignore it other than to remind you that the recharacterization applied to your 2017 tax return.

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