Fanfare,
I am trying to make the changes in TT per your recommendation here. However, Fidelity issued a 1099-R for the $2500 plus $17.93 gains = $2517.93 recharacterization of 5/10/24 using distribution code = "N" which is for a same year recharacterization. Now I want to make it a distribution code "R" (recharacterization for a prior year). Does Fidelity send their 1099s to the IRS as well as me? In which case, I can't just change things? Or can I change the 1099-R so it is a distribution code "R" (recharacterization for a prior year) despite that.
Thank you.
Kathy
