Get your taxes done using TurboTax

Just take things once step at a time : 

 

1. I made a $6k after-tax contribution to my traditional IRA in Dec 2020.   Reported on the 2020 return as non deductible contributions.


2.  I then converted $6k from my traditional IRA to a Roth IRA in Jan 2021.

3. I made another $6k after-tax contribution to my traditional IRA in Dec 2021.

2&3 are both reported on the 2021 return  ... first enter the 2021 non deductible contribution and then enter the issued 1099-R and simply follow the program screens to indicate the conversion. 

 

4. Lastly, I converted $6k from my traditional IRA to a Roth IRA in Jan 2022.  Easy ... using the  issued 1099-R you will report this on the 2022 return.