fshams
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Then, I think I should amend 2020 tax return. right? 1040X
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Thanks!,Should I have a 8606 form showing 2020 year on it? Or can be any the latest found on IRS website?
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Correct, we both contributed to Traditional IRA. My spouse converted in 2020 and I did in 2021. If I fill 8606 for me and my spouse's contributions, then I thin...
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We had 2 actions,in 2020 my spouse converted the IRA (nonreduced) to Roth, including original contributions and gains. The intention was recharacterizationfor m...
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thanks@dmertzWe did the same for my spouse's IRA, We converted the 2020 original contributions and gains to Roth IRA in 2020 with the intention of recharacteriz...
Activity Feed for fshams
- Posted Re: Roth recharacterization with incorrect 1099-R saying early distribution on Retirement tax questions. February 7, 2022 12:52 PM
- Posted Re: Roth recharacterization with incorrect 1099-R saying early distribution on Retirement tax questions. February 7, 2022 7:21 AM
- Posted Re: Roth recharacterization with incorrect 1099-R saying early distribution on Retirement tax questions. February 6, 2022 4:54 PM
- Posted Re: Roth recharacterization with incorrect 1099-R saying early distribution on Retirement tax questions. February 6, 2022 3:42 PM
- Posted Re: Roth recharacterization with incorrect 1099-R saying early distribution on Retirement tax questions. February 4, 2022 7:01 AM
- Posted Roth recharacterization with incorrect 1099-R saying early distribution on Retirement tax questions. February 3, 2022 8:36 PM