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Level 1
Apr 4, 2025 6:31 PM UTC
Question

Backdoor Roth Conversion

I contributed 7k (after tax/income) to a non-deductible IRA then converted those dollars to the Roth.

 

Problem: if I put the Taxable amount as $0 in box 2a on1099R form this as a red flag.  That is the only way that I am aware of to get 0$ taxable amount to show on the 1040. Thoughts?

    1 reply

    Employee Tax Expert
    Apr 5, 2025 12:32 PM UTC

    Please enter your Form 1099-R as shown on the form. 

     

    Please see How do I enter a backdoor Roth IRA conversion?

     

    To confirm you didn't have any pre-tax fund in your Traditional/SEP/SIMPLE IRAs? And no gains before converting the funds? If yes, then your conversion shouldn't be taxable when you follow the instructions above.

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