I am having issues with my backdoor Roth. After inputting, my refund increased. I expected it would stay the same, and I'd see "Rollover" when looking at my 1040 form.
I imported my 1099R for $7K. Additionally, on the input sheet.
1 and 2A are both $7K. Both boxes in 2B are checked. No tax withheld and #7 is set to "2". (Early distribution (except Roth IRA)
I selected " I moved the money to another retirement account"
I selected " I did a combination of rolling over, converting or cashing out"
I put the full amount in "Amount converted to Roth IRA account"
I said No to HSA
Then I said I didn't take any disaster distributions
No to "I did not make and track non deductible contributions to my IRA"
I read through this prior to posting:
https://ttlc.intuit.com/community/taxes/discussion/turbotax-software-it-does-not-ask-question-about-...
What did I miss?
