which my broker then re-characterized in March 2024 as a 2024 contribution instead of from 2023.
now where I have a 2024 1099-R with those amounts in lines 1 ($2,207.88) and 2a ($118) with no taxes withheld and codes J and P. "
The statements are contradictory. no wonder you are confused.
The 10990R says code P which means 2023 which means the broker did not change the year of contribution.
you have to report $118 on your 2023 tax return.
@cuttermilw
