Thanks!
I confirmed that my 2023 tax return included the recharacterization amount and date (in 2024 before I submitted the return). However, since I received a 1099R in 2024 for the recharacterization, my 2024 return in process warns me that I can only deduct part of my traditional IRA contribution and also mentions an excess contribution amount. Since the 1099Rs were imported from the investment company, shouldn't TurboTax know that this was a recharacterization already claimed in 2023? If it does not pick this up from the 1099R how do I remove the recharacterization as a 2024 contribution?
Thanks again!
