Hello, In trying to use Turbotax as suggested above by DMertz, a couple of potential glitches have developed. First, when entering the information from the 1099R for the recharacterized amount, the dropdown menu in Turbotax for Box 7 describes code R as "Recharacterized IRA contribution made for 2014 and recharacterized in 2015."
In fact the the amount recharacterized was made for 2015 and recharacterized in 2016. On the other hand, subsequent pages in Turbotax ask if the 1099R form shows tax year 2015 or 2016. In fact the form shows 2016, meaning that it could not possibly be a recharacterized amount for 2014.
So I'm not sure what to make of this. On the other hand, it seems that form 1040 is being filled out correctly in terms of income.
