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Retirement tax questions
@dmertz Thank you for your continued help.
Yes, recharacterization is reflected on my 2018 tax return with Form 8606 line 1, 3, 14 saying $1000 and there's also a recharacterization explanation statement regarding 1040 Line 4a. Is there any other area I should check?
Yes, it appears that Total Withdrawal is including all the values including the code R form as well. I will keep it on the records just for completeness's sake, as my 2019 1040 line 4a reads 10572 and line 4b reads 286 as you said before.
It's a shame I am unable to view Form 8606 until final submission but is there anything else you would recommend me checking before submitting this?
Once again, thank you so much for your help!
March 18, 2020
12:02 PM