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Retirement tax questions
@BSCVX77 , code R in box 7 of a 2024 Form 1099-R reports a recharacterization from a Roth IRA to a traditional IRA or from a traditional IRA to a Roth IRA of a 2023 contribution. It has nothing to do with a anything involving a 401(k). If your recharacterization is already reflected on your 2023 tax return, there is nothing to amend.
‎February 16, 2025
4:59 PM