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Transfer from Keogh plan to Roth
Last year I transferred money from my Keogh plan to my Roth IRA intending it to be the (then) current year contribution, but Fidelity informed me that it was a recharacterization, not a contribution, and that I was still entitled to make the contribution. I've now accounted for the actual contribution in TurboTax, but I can't figure out where in TurboTax to report the recharacterization from the Keogh to the Roth so that I can update my Roth IRA basis on Form 8606. Help?
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‎January 7, 2020
12:55 PM