AnnetteB6
Expert Alumni

Get your taxes done using TurboTax

It is difficult to determine what information on a W-2 affected the entry of your Form 1099-R for a Traditional IRA to Roth IRA conversion.  

 

When you enter the Form 1099-R before you have entered the non-deductible Traditional IRA contribution, the distribution may be taxed when you answer that it was converted to a Roth IRA.  At that point, the basis of the Traditional IRA has not been entered.  

 

Take a look at the following TurboTax help article for step-by-step instructions to enter the backdoor Roth IRA conversion into your return:

 

How do I enter a backdoor Roth IRA conversion?
 

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