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yxia1
Level 2
March 2, 2022
Question

Recharacterize excess Roth IRA contribution

  • March 2, 2022
  • 1 reply
  • 6 views

Contributed Roth IRA earlier in 2021. At end of 2021, Roth IRA contribution is not qualified and was recharacterized to traditional IRA. How to enter and generate form8606.

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1 reply

qbteachmt
qbteachmt
Level 15
March 2, 2022

Here is an article that should be helpful, and read to the bottom for Tax Reporting Forms:

https://www.investopedia.com/articles/retirement/03/092403.asp

That will help you determine if you need Form 8606 and how to understand the 5498 (two of them) and the 1099-R. Your program has a 1099-R worksheet.

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