Do I need to attach my 1099-R for 2024 based on a recharacterization I filed during last years return?

[control101]

I'm filing my taxes for 2024 and noticed I received a 1099-R. This form is for the recharacterization of my 2023 Roth IRA contributions into my regular IRA due to high income. I did this before I filed my 2023 return at the start of 2024. This recharacterization includes the contributions plus my earnings on the money. I did this recharacterization before I filed last year, so it shows up on my last year's tax return. TurboTax is saying I may need to amend my last year's tax return since I got a 1099-R. My question is, do I need to attach this 1099-R to my 2024 tax return? Is there any harm in doing so even if I don't need to? My box 1 has the amount recharacterized, no taxable amount, and is code R.

[fanfare]

What do you mean: "attach"?

Since you took care of this on your 2023 tax return, there is nothing more to do

[fanfare]

Only when  the 1099-R shows withholding do you have to file it. there is no reason to attach it unless you are mailing your1040.

A recharacterization does not require any withholding.

@control101 

[control101]

When I mean "attach" I meant input it into turbotax. Once I got the form I put it into TurboTax and that's when I got a popup saying I may need to amend my previous year's tax return. I figured that since it was already on last year's return I wouldn't need to do anything else. I wanted to try and confirm that and was wondering if it's ok to leave the 1099R or if I should remove it

[dmertz]

You can leave the from entered into 2024 TurboTax.  Other that to give you the reminder that your recharacterization needed to be reflected on your 2023 tax return, 2024 TurboTax will ignore it.