Thank you for your prompt response!
Can you confirm the following steps I should take?
- I don’t need to file the 1099-R with code R for recharacterization in the 2023 return since it’s been reported in the 2022 return.
- I should include the 1099-R with codes 1 and 8 in the 2023 return.
- After the return is accepted, I should amend the 2022 return by removing the 1099-R with code 1 and P.
In addition, I have a question for the withdrawal. Since I’ve already paid the 10% penalty in my 2022 return, should I amend the 2022 return or file the 2023 return to get it back? How?
I really appreciate your help!
