Hello, I hope all is well. I'm looking at a recharacterization and I noticed the amount on the Roth IRA Contribution Worksheet is different compared to the amount on the 1099 R for the year the funds moved. Would this require an amendment of the 2023? Does the increase in need to be updated for the 2023 tax Return.
As an example, for 2023 $7325 was contributed and 175 was recharacterized. But the 1099 R with Distribution Code R has a 188.13. The 7325 is listed on the worksheet.
Thanks a million @DanaB27
