I'm seeing the same issue as several others in this thread in that the steps that continue to get posted for the method to account for a backdoor Roth simply are not working. I have two to enter (one for myself and my spouse) with somewhat slightly different circumstances for each, and neither works.
Mine is what I would consider the simple one. 1099-R showing the gross distribution, some gain listed in 2a under taxable amount, and no check boxes marked for "taxable amount not determined", " total distribution", or "IRA/SEP/simple". If I follow the steps for entering in the IRA info in the deductions section first, I see some screens not documented in the supplied steps, but get to the screen saying $0 is deductible. I then move on to entering my 1099-R info. What I found is that as soon as I check the distribution code for box 7 (mine is showing G), the form incorrectly puts 0 as the total taxable amount on 1040 line 5b when it should be showing a small value there (box 2a on my 1099-R). If I change the code for box 7 to "no entry", the 1040 form then looks correct and lists the tax I owe on this backdoor Roth conversion since it made some small gains during the year.
Keep in mind, I had this same process last year, with what is basically an identical 1099-R (different $ values), and the posted steps worked perfectly last year. Not sure what changed, but it sure seems like it could be a bug in the software.
My wife's backdoor Roth is a little more complicated, but I found that I needed to manipulate the data for hers to in order to get it to work. At this point, I have the 1040 form showing the correct distribution and taxable values for both backdoor Roth conversions, but I'm a little nervous that I'm modifying a 1099-R setting to do it.
