arXiv:2605.26969v2 Announce Type: replace Abstract: User modeling aims to use language models (LMs) to mimic an individual's behavior from a corpus of past context-action pairs (e.g., conversation turns), enabling the simulation of users in settings like behavioral science, human-AI collaboration, and market research. Recent approaches augment these corpora with synthesized reasoning traces, typically generated by conditioning on both context and action. However, action-conditioned traces are post-hoc rationalizations and need not reflect the user's underlying decision process. We propose Recon, which uses action reconstruction to score reasoning traces by their predictive power: given a context and candidate reasoning, a reconstruction model predicts the action, and reconstruction fidelity determines reasoning quality. Across four domains, Recon achieves a 54.7% win rate over Backward Synthesis, a standard post-hoc rationalization baseline. Further, we find that training a reasoning synthesis model with rewards derived from Recon improves downstream user modeling performance, achieving a win rate of up to 70.0% over baselines. We further show that Recon-synthesized reasoning transfers across models, and improves user modeling beyond the reconstruction model. Our work demonstrates that post-hoc rationalization is insufficient for reasoning synthesis, and that useful and interpretable reasoning should naturally elicit the action from the context.