@dmertz Thank you. I don't get any errors when entering the Traditional IRA 1099-R but when I am entering my Roth IRA 1099-R for the $1000 recharacterization/conversion, after I enter all the data as written, it asks:
"Which year on Form 1099-R?" I answered 2019, since that's the year I received the 1099-R
Then it says "It looks like you may need to amend your 2018 return, here's why: your 1099-R reports earnings on a contribution you made in 2018. This information needs to go on your 2018 return"
I am confused to why...
These are the values listed on my 1099-Rs:
Roth IRA 1099-R:
Box 1: 1000
Box 2a: 0
Box 2b: nothing checked
Box 7: R
IRA/SEP/SIMPLE: not checked
Traditional IRA 1099-R:
Box 1: 1000
Box2a: 1000
Box 2b: Taxable amount not determined checked
Box 7: 2
IRA/SEP/SIMPLE: checked
Do these 1099-R values look right? Why does it say I have earnings on my contributions?
Am I supposed to report both Roth IRA and Traditional IRA 1099-Rs?
Thank you so much for your help, @dmertz, @macuser_22 , I hope we can come to resolving this problem...
