DanaB27
Expert Alumni

Get your taxes done using TurboTax

If you have a basis from your 2023 Form 8606 and do not get the “Any Nondeductible Contributions to Your IRA?” screen then please see Why am I unable to report my 2023 for 8606 basis?

 

If this doesn't apply to you then please review the instructions how to enter backdoor Roth: How do I enter a backdoor Roth IRA conversion? Please note, if you have any pre-tax fund in your traditional/SEP/SIMPLE IRAs then the pro-rata rule applies. This means that with each distribution/ conversion you will have a taxable and nontaxable part. You can see the remaining basis on line 14 of Form 8606, this basis can be carried forward.

 

@ryan212weller 

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