Hello Dana,
Thanks for responding on this. So I already reported the recharacterization for 2022 in that years taxes, but I got the 1099-R last month for my 2023 taxes. I'm confused on whether I need to add the "2023 Form 1099-R" to my 2023 tax report now according to How do I enter a backdoor Roth IRA conversion? (intuit.com). That or since I received it in 2024, I'm suppose to report it next year.
From,
Andy
