$365,000 was rolled from a Trad. IRA to a Roth in 2011. It was recharacterized in March of 2012 with additional earnings of $20,000. The 1099-R for 2012 has a R in box 7. My software says to delete it and go back to 2011 and amend that return. When I tried that, entering exactly what was on the form it told me to go back to 2010 etc.
- posted
11 years ago