Dzongrila
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Thanks. The problem was I was expecting to see Form 8606 'before' I file, but when I spoke to a TT Expert and shared my account info, she clarified that she can...
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Thanks you again@dmertzfor your response. Based on only the Roth Recharacterization part, the Turbo Tax online version generated a 5498 form, the last page of w...
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Thank you@dmertzonce again for your prompt response...Kindly confirm that I am on the right track....I wrote that this is what I am going to do:Do I still need ...
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Thanks a lot@dmertzfor your response....it helped me understand what I should do next....Just a few more Qs so that I can complete my tax filing for 2025 now th...
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I think you're absolutely right........confirmed by multiple posts...glad that I posted asking about this or else I'd have made the wrong assumption !! Thank yo...
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- Cheered Re: Recharacterization and Backdoor Roth Conversion Reporting Question for dmertz. 3 weeks ago
- Posted Re: Recharacterization and Backdoor Roth Conversion Reporting Question on Retirement tax questions. 3 weeks ago
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- Posted Re: Recharacterization and Backdoor Roth Conversion Reporting Question on Retirement tax questions. 3 weeks ago
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- Posted Re: Recharacterization and Backdoor Roth Conversion Reporting Question on Retirement tax questions. 3 weeks ago
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- Posted Re: Recharacterization and Backdoor Roth Conversion Reporting Question on Retirement tax questions. 3 weeks ago
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- Posted Recharacterization and Backdoor Roth Conversion Reporting Question on Retirement tax questions. 3 weeks ago