Thanks for all the responses.
The recharacterization in 2023 was for a contribution in 2022, not for a contribution in 2023. I realized the overage in Feb 2023 while doing the 2022 taxes.
For the 2022 return TurboTax just asked if the overage [$6228] was taken out prior to the deadline of 4/15/2023 and I had, so I did nothing else.
I did get a 1099R in 2023 with code R and a 5498 was sent to IRS from the financial institution, showing the recharacterization of the $6228.
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Then in March 2024 the amount was withdrawn from the traditional [rec'd no earnings] to put back into the Roth. A 1099R was sent in 2024 adding the withdrawn amount to my RMD and listed it as a normal distribution. Thus while doing my 2024 taxes, I'm being taxed on the entire $6228.
Should I be amending the 2022 or the 2023 return; or both?
