DanaB27
Expert Alumni

Retirement tax questions

Yes, you do not need to enter Form 1099-R with code R.

Yes, it seems you entered the recharacterization correctly on your 2022 tax return and therefore you can ignore the message to amend your return. 

 

@mfeeney17 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"