Thank you for your quick response and the instructions!
Yes, I believe my 2023 return showed the recharacterization. It's an Explanation Statement generated by Turbotax "stated that the original $xxx.xx plus $xxx.xx earnings were recharacterized" as you mentioned. It appears there was no Form 8606 generated for my 2023 return though? My understanding is that's because all my contribtion to traditional IRA was deductible...
Just a reminder that my 2023 Recharacterization was to change from Roth IRA to Traditional IRA, so that I can get more deductions to help get more tax refund for 2023. So I'm a little confused why in step #8, you mentioned I should: "Answer “Yes” to the recharacterized question on the “Switch from a Traditional To a Roth IRA?” ?
Considering the above, if you could double confirm that I don't have to file 2023 amended return, that would be great! Thank you again!
