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Retirement tax questions
@dmertz Thank you so much!! This really clears up all the questions I had and I'm relieved to find out no amendment is required on my 2016 taxes (2016 return form 1040 line 15a is blank but 8606 line 1 has the non-deductible contribution listed and recharacterization explanation was provided when filing). I did have both code N and R line items on my 2017 1099-R; TurboTax tells me I need to amend my 2016 taxes due to the 2017 1099-R box 1 code R but sounds like it is wrong (or assumes I didn't provide the 8606 w/ explanation as I did - which is odd since TurboTax had me fill that out!).
Again thank you for the time you took to answer these questions. Sounds like everything I've done is okay and doesn't require amendments.
Again thank you for the time you took to answer these questions. Sounds like everything I've done is okay and doesn't require amendments.
‎June 6, 2019
11:18 AM