DanaB27
Expert Alumni

Get your taxes done using TurboTax

Yes, since your wife had a basis from her nondeductible contribution for 2022, she will answer “Yes” and enter the $6,000 basis from her 2022 Form 8606 line 14. 

 

Please be aware, since your wife had pre-tax funds from your 401k rollover in her traditional IRA now the pro-rata rule applies. This means that with each distribution/ conversion you will have a taxable and nontaxable part.

 

Please see How do I enter a backdoor Roth IRA conversion?  for detailed instructions.

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