MarilynG1
Expert Alumni

Get your taxes done using TurboTax

It's advisable to enter your 1099-R's manually in a situation like yours, as the follow-up questions after entering it are important.  Here's info on How to Update or Delete Imported Data.

 

Here's more details on How to Enter a Back-Door Roth Conversion, which is a two-step process. 

 

@pioneerzhu 

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