Hi @DanaB27
I just wanted to give you an update that I spoke with Merrill again. They said that since the recharacterization of my contribution for 2022 from Roth to traditional was completed in April 2023, I will be getting the amount reflected in Box 4 when I receive my Form 5498 for 2023 in May 2024.
I thought it would reflect in May 2023 because I completed it in April.
Thank you.
