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Roth Basis Tracking (TurboTax 2024 desktop download)
I'm using 2024 TurboTax desktop download.
Under deductions & credits, I've gone through the Traditional IRA section and am now on the Roth IRA section.
I'm on the page "Tell us the Years"..."Select any of the following years that ______ converted a traditional IRA to a Roth IRA".
In earlier years, I converted portions of my old pre-tax/deductible contributions + earnings over to Roth, and was taxed appropriately.
As of 2020, my Traditional IRA balance remains $0, because from then forward, I only made contributions to Traditional IRA as post-tax non-deductible for the purpose of backdoor conversion to Roth.
You can now see that I have done multiple conversions of 2 different types: 1) taxable conversions and 2) non-taxable backoor conversions.
On the page in TurboTax referenced above, should I check the boxes for all years that I did conversions, regardless of whether they were type 1 or type 2 above, or is this page only asking about one type of conversion? I guess the reason this page threw me for a loop is that I perceive backdoor conversions as a version of allowable Roth contribution (where I'd otherwise not be allowed, due to the income limits).
Thanks!