Retirement tax questions

A 1099-R with a code R notifies the IRS and is information to you.  If entered into TurboTax it will be ignored.  The only way to report a recharacterization in TurboTax is exactly the way that you already did it.  Just keep the 1099-R for your records and you are done.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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