No, don't just proceed with filing your return and leave those dates blank. The IRS requires an "attached statement" to reconcile why your Roth contribution disappeared and a Traditional one appeared.
If you cannot type directly into those specific blank lines you should include the dates in the text of the "Explanation" box itself.
When you are prompted for an explanation, type a clear sentence that includes the missing info. For example:
"On [Original Contribution Date], I contributed $[Original Amount] to a Roth IRA. On [Recharacterization Date], I recharacterized that contribution plus $[Earnings/Losses] in earnings to a Traditional IRA in a trustee-to-trustee transfer because my income exceeded the Roth eligibility limits."
For the "Contribution Date" you can use the date of the first contribution or state "various dates between [Start Date] and [End Date]" (if you made multiple contributions during the year).
The "Recharacterization Date" is the date the funds actually moved from the Roth account to the Traditional account (or the "transfer date" on your brokerage statement).
Make sure your typed explanation includes these four things:
- The amount of the original contribution.
- The date the original contribution was made.
- The amount of earnings (or loss) that moved with it.
- The date the recharacterization transfer took place.
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