Retirement tax questions

Many thanks to dmertz and DanaB27 for the detailed information.

 

I will file an amended return for the 2023 contribution.

 

For the 2024 contributions that I will rechacterize before the 2025 IRS due date, can I enter this information on my 2024 return even though I won't receive the 1099-R until January, 2025?

 

Thanks in advance.