Hi Dana B27,
Thank you for your advice and step by step directions but still have a question -
I can ignore the 1099R with code R received in 2023 for Roth Recharaterization but do I need to amend 2022 return since I have received in 2023 1099R with code 2 in box 7 for Traditional to Roth conversion?
If I amend 2022 then do I ignore the Roth conversion 1099 in 2023?
Please guide me so that I can move forward.
Thanks again,
Ramesh
