Hello Tax Experts,
For the 2022 tax year, I contributed to my Roth IRA early in the year and by the end of 2022 had too high of a MAGI to have put in that contribution. I've already recharacterized the Roth IRA contribution to a Traditional IRA.
The question is when do I submit the 1099-R form? I'm really hoping I submit it when I file my 2022 tax return (working on that now). I really appreciate any guidance on the best way to handle this so I can file my taxes for this season.
Thanks
