Hi Dana,
Thanks for the reply and info. I think rather than 'recharacterize', I should have stated, I reversed the Roth IRA contributions made during 2021 (and Jan 2022). Also, my apologies for not including the distribution codes. The Distribution Codes used on the 4852 (filed with 2021) are J, P and the codes on the 1099-R (2022) are the same J, P.
J - Early distribution from a Roth IRA
P - Return of contribution taxable in 2021
I have a second 1099-R (2022) for smaller Roth IRA contributions made in Jan 2022 that were reversed at the same time. I have included that 1099-R in my 2022 return which makes sense to me since it occurred in TY2022.
Hope this additional information helps. Let me know if there's anything else I can provide to paint a clearer picture.
Jon
