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Retirement tax questions
Does it mean I should just recharacterize my Roth IRA through my bank and I will automatically receive a 1099R next year? Without filing the amendment, do I need to do anything to let IRS know about the recharacterization before I receive 1099R? Last, I already e-filed my state amendment (which contained nothing) but haven’t mailed out the federal amendment yet. Should I hold off on mailing out the federal amendment? If so, is it possible to recall my state amendment through turbo tax? Thank you.
October 6, 2019
1:59 PM