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Retirement tax questions
You do not have to mention 2024 Roth contribution nor 2024 recharacterization to Turbtx.
You don't have a 1099-R with code "R" and you don't need to make one up.
You must report a 2024 amount recharacterized as a Traditional IRA contribution of that amount on your 2024 tax return. Earnings, plus or minus are ignored.
‎February 28, 2025
11:17 AM