Thanks @DanaB27 i appreciate the insights.
So technically i don't need to amend my 2022 returns for any of the re-characterization or return of excess. do i have correct understanding?
for my wife's $3.7k recharacterization from traditional to roth the brokerage only transferred $3.2k, as brokerage said the $500 are net losses that took place during the market events in 2022. Do i have to report that in 2022 or it will be reported during my 2023 recharacterization?
