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Get your taxes done using TurboTax
Your1099-R that shows your IRA conversions must have the IRA box checked or it assumes it is for a 401k and it won't reduce your taxable amount as backdoor Roth IRA conversions requires the money comes from a non-deductible IRA. This is why I couldn't get it to work. I also had 1099-R forms from my 401k as I was rolling some of it to my IRA to convert it also.
March 2, 2022
10:01 PM