Note: All my traditional IRA contribution is non-deductible, due to employer-sponsored pension plan.
I have two 2022 form 1099-R for backdoor roth conversion, but Turbo Tax does not ask 2022 Roth conversion at all. It only asks Roth conversion before 2022 (while I never did roth conversion before). 2022 is the first year I did backdoor roth conversion.
I have finished all questions, but still could not find to way to input 1099-R information for 2022.
Did I miss anything? I am getting tired of Turbo Tax software.
Thanks.
Edit: When I walk through page to page, it does not ask information about 1099-R. Based on below response, I type 1099-r in search box, now it allows me to import 1099-R. However, it asks additional questions after importing 1099-R. How should I answer those questions--What did you do with the money from TD Ameritrade Clearing, Inc?
I converted all the balance to Roth IRA, and traditional IRA account is open with $0 balance, how to answer the questions?
I also want to know how to answer below questions if I only convert part of traditional IRA to Roth IRA? (There is positive balance in traditional IRA)
I also want to know how to answer the questions if I intend to convert all the balance, but there is a few cents interest generated by the system on the date of conversion. For example, traditional IRA is zero balance, and I contribute $2000, it stays in the account for a few business days till being cleared, on the date when I submit Roth Conversion request, the balance is $2000.08, and I convert all $2000.08 to Roth IRA. However, what if system generates another 2 cents on the conversion date and leave $0.02 balance on my traditional account after Roth conversion? In this case, how to answer below questions?
Thanks.
