Retirement tax questions

I was thinking more about the above and I think my assumption was wrong and I am supposing that the 1099-R with Code "R" was received for 2025, code R is "Recharacterized IRA contribution made for 2024 or a previous year.".  Entering this 1099-R triggers the prompt you are asking about that you may need to amend your 2024 taxes.  See thread below and you can probably find others - 1099-R with code "R" does nothing to your return in 2025, and you need to have recorded the recharacterization in 2024 hence that prompt - but if you did that then there is presumably nothing to amend.  I think from 2025 perspective as long as you have the right basis carryover from 2024 then the rest of your 8606 should work out fine.

 

https://ttlc.intuit.com/community/taxes/discussion/prior-year-roth-recharacterization-and-possible-a...