symaamgf
New Member

Get your taxes done using TurboTax

The solution proposed is still not working for me.  I made back door roth conversions for both my wife and I in 2023, both within IRS guidelines.  The 1099-Rs both state the taxable amount is the same as the gross distribution but yet the taxable amount was not determined, i.e. box 2b was checked.  If I enter the amounts as recorded on the 1099-Rs, turbo tax treats these as taxable events but yet I never took a deduction for the original traditional IRA that was funded.