Thanks so much for the info that’s a big help. Just to clarify a couple things.
I say it’s in the 2022 return in that I received a 1099-R with 2022 as the date. I’m assuming this is because I did not do the Recharacterization until 2022. So TurboTax had me put in some info from that on my 2022 since it was dated 2022. Now whether it impacted taxes or not I’m not sure but that’s what I meant about it being on 2022.
Then to clarify amending 2021. I need to do this even though the Recharacterization did not happen until 2022? While the incorrect Roth contribution happened in 2021, I didn’t actually move the money into the traditional until January 2022. Just wanted to clarify I still need to amend my 2021 under that scenario?
thanks again for the help
