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You will enter the recharacterization when you enter the contribution to the Roth IRA for 2024:
If you converted the funds in 2024 then you should have a 2024 Form 1099-R:
Note, since you recharacterized the excess contribution you do not have an excess contribution and do not need Form 5329.
Thank you.
I was able to import my 1099-R because I did all this in CY2024. However, my wife just recharacterized from Roth to Traditional, then did a back door conversion back into Roth in 2025 (for 2024 contributions). Therefore she will not receive a 1099-R until next year.
How do I go about addressing her recharacterization and back door conversion?
You'll enter it as though she had received the 1099-R this year. Enter the 1099-R just as it will be when you receive it next year and then when you do receive it you can ignore it because you already entered it on your 2024 return.
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