Joe32539
New Member

Get your taxes done using TurboTax

So last year I used an accountant due to the complexities of my 2021 tax year.   So unfortunately TurboTax wasn't able to import a previous year tax return.   I honestly thought everything was finished with the Backdoor Roth in the 2021 tax return until I got the 1099-R since the distribution/move happened in 2022. 

 

I followed the steps you provided but am still getting the same error about the IRA contributions Worksheet.  Everything else looks right but this fails the Smart check.   When I click on the "QuickZoom" to try and verify the 2021 basis of 6,000 it does nothing.  

 

How can I fix this?  I have literally spent weeks trying to figure this out and it is feeling helpless, I honestly thought this would be a no brainer with TurboTax but it is leaving me extremely frustrated.  I do appreciate your help, thanks! 

 

Thanks!  Backdoor_roth-issue.png