OK thank you so much for the response. Three clarifications please:
1. In 2022 when in TurboTax I marked that I recharacterized $6000 I actually did that correctly? I don't have to put the actual amount that was ultimately transferred, which was $6234 with earnings and was reported on 2023s 1099R.
2. You mentioned I would need to amend. The reason for that ammendment is not because I put in a wrong number ( since I correctly stated $6000) but rather because I had in there the $360 for the 6% fee (of $6000) for not recharacterizing. Since I did in fact correctly recharacterize $6000 and did so (in Feb 2022) before filing (in April 2022), I should not have been charged a fee. The amendment would be strictly to let them know I did actually recharterize and should not have a fee applied. Would the amendment result in a refund of that $360?
3. All of this should have no regards for this year's 2023 return? I don't need to "correct" or withdraw anything to make up for 2022?
Does all that sound about right? Thank you in advance for your time and consideration.
