phat7734
New Member

Retirement tax questions

Many Thanks...I have researched this with the IRA records/Statements from Schwab and confirmed the Recharacterization. In my Tax filing for 2016 I explained that I had completed the Recharacterization on 2/6/2017. Unfortunately, Schwab issued the 1099R in January of 2018!  Thus, the IRS had no record of it and I couldn't provide the supporting 1099R in my filing of my 2016 Taxes...