@MinhT1 : thanks for your help. I have follow up questions as I am filling Turbo tax following the instructions from https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-... . I understand that entering a backdoor Roth IRA conversion is a two-step process, as below:
Step 1: Enter the Non-Deductible Contribution to a Traditional IRA
a.) Federal Taxes --> Deductions & Credits ---> Retirement and Investments --> Traditional and Roth IRA Contributions
b.) I entered $6,000 towards 2022 Traditional IRA; entire amount in the date range of Jan 1, 2023 - April 18, 2023.
c.) Entered "0" for Amount Switched from a Traditional IRA Contribution to a Roth IRA contribution
Question : I am not being prompted for points 9 and 10 in the Step 1 of the link above. What am I missing ?
Step 2: Enter the Conversion from a Traditional IRA to a Roth IRA
It's basically outlines to enter information from the "received" 1099-R form.
Question: However, I have not received that form as I recently (a day ago) converted funds from Traditional IRA to Roth IRA. What needs to be done?
Thanks!
