@GGA wrote:
The recharacterization 1099-R is 2017, box 7 is "N," 2a is $0.00.
I should have also asked what was in box 1. The IRA trusted was supposed to calculate the amount of interest that the amount that was recharactorized and also move that to the Traditional IRA and include that in box 1. That would simply move form the Roth to the Traditional IRA and would not be otherwise reportable or taxable.
Are you just trying to file 2017 tax now? The taxable part of the Roth conversion should have been paid in 2017.
**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.**
