cantdrive55
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@toney35,no, I didn't end up amending. I looked around a little more and all the information I could find seemed to match well with what@macuser_22said above. E...
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@DanaB27,thanks for the detailed reply. It's very helpful. I have a couple clarifying questions if that's ok.No, you do not need to amend your 2020 tax return. ...
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So this thread is really helpful as I find myself (now in 2022, and trying to do my 2021 taxes) in the future scenario mentioned in this post from last year, ha...
Activity Feed for cantdrive55
- Posted Re: Reporting the recharacterization of excess Roth IRA contributions on Retirement tax questions. February 25, 2022 1:31 PM
- Got Cheered for Re: Reporting the recharacterization of excess Roth IRA contributions. February 8, 2022 12:41 PM
- Cheered Re: Forgot about SIMPLE IRA last year during first ever backdoor Roth. Do I need to amend last ye... for DanaB27. February 5, 2022 9:47 AM
- Posted Re: Forgot about SIMPLE IRA last year during first ever backdoor Roth. Do I need to amend last ye... on Retirement tax questions. February 5, 2022 9:12 AM
- Posted Forgot about SIMPLE IRA last year during first ever backdoor Roth. Do I need to amend last year's return? on Retirement tax questions. February 4, 2022 5:49 PM
- Posted Re: Reporting the recharacterization of excess Roth IRA contributions on Retirement tax questions. January 28, 2022 2:56 PM