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Retirement tax questions
@macuser_22 Thank you for your reply.
I received 2 1099-Rs from the brokerage related to the recharacterization and conversion.
T IRA 1099-R:
Box 1: $1000
Box 2a: $1000
Box 2b: Taxable amount not determined
Box 7: "2"
IRA/SE/SIMPLE box: CHECKED
Roth IRA 1099-R:
Box 1: $1000
Box 2a: $0
Box 2b: nothing checked
Box 7: "R"
Thanks for your expertise!
March 15, 2020
8:27 PM