@cantdrive55 wrote:
@toney35, no, I didn't end up amending.
It depends on what tax year the contribution was *for*, not made. If it was for 2020 then the recharacterization can only be reported on an amended 2020 tax return and if non-deductible on a 2020 8606 form. If the contribution was *for* 2021 then it is reported on 2021 tax return.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
