GRG1
Level 2

Get your taxes done using TurboTax

Hi,

What I figured out is that this was the first year we had money in a regular IRA. Many things change as a result, including how much money (if any) is available for transferring through the backdoor Roth.  I figured this out when I deleted the regular IRA contributions. Then everything worked for me as it did in previous years, and I realized that the IRA contribution was the difference.

 

I hope this helps you to figure out your issue. I do think that having to go through the questions every time makes it difficult to understand how it all works.

 

Good luck!