em451
New Member

Do I make an amendment for 2023 taxed because I recharacterized an excess contribution for Roth IRA?

I filed my 2023 taxes in March 2024 but then learned that I was no longer eligible to contribute to a Roth IRA because married filing separately. 

 

I just recharacterized my 2023 contribution to a traditional IRA in July 2024. I will convert it from Traditional IRA to Roth as soon as I can. 

 

Do I need to amend my 2023 taxes? If so, what do you recommend? I read the forums but haven't been able to fully understand.