KenH1
New Member

Retirement tax questions

Report the 2016 recharacterization on your 2016 tax return (even though you did it in 2017), and the 2017 recharacterization next year.

TurboTax will automatically generate a form 8606 if based on your 1099-R entry.  See more detail below, if needed:

https://ttlc.intuit.com/replies/5764599

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