BrittanyS
Expert Alumni

Get your taxes done using TurboTax

You can enter the 1099-R as one 1099-R, and in addition to changing Box 2a to match Box 1, follow these steps to enter the Backdoor Roth conversion:

 

  1. Select Federal from the menu, then Deductions & Credits
  2. Locate the Retirement and Investments section and select Show more
  3. Select Start or Revisit next to Traditional and Roth IRA Contributions
  4. Check the Traditional IRA box and select Continue
  5. Answer No to the question, Is This a Repayment of a Retirement Distribution?
  6. On the screen, Tell Us How Much You Contributed, enter the amount contributed and select Continue
  7. Answer No on the screen Did You Change Your Mind?, then answer the questions on the following screens
  8. When you reach the Choose Not to Deduct IRA Contributions screen, select Yes, make part of my IRA contribution nondeductible, enter the amount you contributed, then select Continue 

@dkoskamp 

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