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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:
- Select Federal from the menu, then Deductions & Credits
- Locate the Retirement and Investments section and select Show more
- Select Start or Revisit next to Traditional and Roth IRA Contributions
- Check the Traditional IRA box and select Continue
- Answer No to the question, Is This a Repayment of a Retirement Distribution?
- On the screen, Tell Us How Much You Contributed, enter the amount contributed and select Continue
- Answer No on the screen Did You Change Your Mind?, then answer the questions on the following screens
- 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
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‎February 6, 2023
10:49 AM