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Thanks for the response.

 

Yes, the Traditional IRA balance was $0 on December 31, 2022.

 

This is what I am doing:

  1. Start on "Deductions & Credits".
  2. Next to "Traditional & Roth IRA Contributions", clicked "Edit".
  3. On "Traditional IRA and Roth IRA", ticked "Traditional IRA" and clicked "Continue".
  4. On "Did you Contribute To a Traditional IRA?", clicked "Yes".
  5. On "Is This a Repayment of a Retirement Distribution?", clicked "No".
  6. On "Tell Us How Much You Contributed", entered "5990" and clicked "Continue".
  7. On "Did You Change Your Mind?", clicked "No".
  8. On "Retirement Plan Coverage?", clicked "No".
  9. On "Any Excess IRA Contributions Before 2022?", clicked "No".
  10. On "Any Nondeductible Contributions to Your IRA?", clicked "No". (This seems to only pertain to 2021 and prior years - not 2022.)
  11. On "Tell Us the Value of All Your Traditional IRA Accounts", entered "0" into "Value of your Traditional IRAs on December 31, 2022" and clicked "Continue".
  12. On "Your IRA Contribution Isn't Permitted", clicked "Continue".
  13. On "You Currently Have a Penalty", entered "0" into "Excess Contribution Withdrawn Before Due Date of Your Return" and clicked "Continue".
  14. On "You Have an Excess Roth Contribution", clicked "Continue".
  15. On "You Currently Have a Penalty" [for the Roth], entered "5990" into "Contribution Withdrawn Before Due Date of Your Return" and clicked "Continue".
  16. On "Your IRA Deduction Summary", clicked "Continue".

At this point the software is assessing the 6% excise tax on the Traditional IRA. Not sure how to make it understand it was a backdoor Roth conversion even though the initial contribution was disallowed.