ThomasM125
Expert Alumni

Retirement tax questions

Yes. I assume the recharacterization of the $6,500 plus the $1,500 of earnings was to apply to 2023, since that is the year you had made an excess contribution to the Roth IRA. So you would need to amend the 2023 tax return to report that, unless you had reported that on that return when you filed it.

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