PaulaM
Employee Tax Expert

Get your taxes done using TurboTax

You have to first tell Turbotax you contributed to a nondeductible traditional IRA,  then enter the 1099-R and tell Turbotax you converted to a Roth.

If you enter the 1099-R first (which is what happens if you follow the step-by-step process) it wants to tax you on the conversion

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