This is my first year using TurboTax.
My wife and I each contributed $7K to a backdoor Roth in 2022. We've been doing this for several years. There is no difference between the two transactions. However, when I enter my 1099-R information, TurboTax handles it correctly as non-taxable. Entering my wife's 1099-R, however, shows up as taxable income. We have:
- Followed exactly the same steps to enter each 1099-R
- Have deleted the 1099-R's and re-entered them
- Have tried to enter my wife's 1099-R first, after which TurboTax shows the $7K as taxable.
The worksheets behind each of the 1099-R's are different and TurboTax does not allow us to enter values into my wife's 1099-R worksheet to make it match the worksheet for my 1099-R.
I am retired. My wife is not.
Any ideas for where to look? This shouldn't be this difficult.
