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Financial Planning / Tax Strategies
|Subject: Re: Roth Conversion||Date: 2/21/2000 2:57 PM|
|Author: HardlyRich||Number: 29494 of 121802|
I think I was able to answer my own question.
I had reported my $2000 1998 Roth recharacterization on form 8606. Now, for 1999 I again report a $2000 recharacterization on form 8606, even though I actually only performed one recharacterization.
I reported the gross distribution from my 1999 1099-R on line 15a of my 1040. Line 15b on the 1040 is listed as zero.
Please let me know if I did not handel this correctly.
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