You might try using the multi-year Form8606 tab in the personal finance toolbox. Change cell C1 to 2021, then enter what you did in the green cells for each year. Note that a recharacterization makes it as if the original contribution was made to the account recharacterized to, and on the date of the original contribution.
If you are using tax software, some lines on form 8606 may be blank because the software uses a worksheet in Pub. 590-B for some calculations. If you want to force use of 8606 in the spreadsheet, see row 57.
Do the resulting calculations look good to you?
If you are using tax software, some lines on form 8606 may be blank because the software uses a worksheet in Pub. 590-B for some calculations. If you want to force use of 8606 in the spreadsheet, see row 57.
Do the resulting calculations look good to you?
Statistics: Posted by FiveK — Wed Mar 06, 2024 6:14 pm — Replies 1 — Views 209