DIY Products

DIY Products

Whether you’re an experienced do-it-yourselfer or doing your own taxes for the first time, this is your place to learn and share. Here you’ll find information and resources for using H&R Block’s online and software DIY solutions. You’ll also find links to more information to assist you on your DIY journey.

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Trusted Pioneer
Posts: 8
Registered: ‎01-13-2015

Anyone get IRA recharacterization to work??

I had to recharacterize both my and my wife's Roth IRA contributions, which should result in two 8606s, but this software appears to only make one, and therefore I cannot efile.  Has anyone had this situation correctly result in 2 forms, and an efilable return?

Trusted Pioneer
Posts: 8
Registered: ‎01-13-2015

Re: Anyone get IRA recharacterization to work??

According to support this is a known bug.  I asked to escalate the issue, and was told they have 72 hours to respond to me.  It's been roughly 70 hours, and no word yet...

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Valued Pioneer
Posts: 3
Registered: ‎08-30-2017

Re: Anyone get IRA recharacterization to work??

here it is 70 Months later.  Still can't recharacterize a prior year Roth