This is CRAZY!!! It's been a problem since 2012 and maybe earlier. Why is it called a "backdoor conversion"? Because Turbo cannot handle it directly.
Why can't Turbo be programmed to help us through this procedure?
The 3-stap procedure listed here and elsewhere did not work for my Premier 2021 version. I deleted everything and tried again and still didn't work - waste of time.
My Solution:
- If you took money out of a traditional IRA for conversion to a Roth, do not enter any 1099-R info in Turbo.
- Complete the rest of your return.
- Print out your return.
- Hand enter the amount converted in Line 4a and be sure that 4b is blank (or correct).
- Remove any Form 8606 in your print out. Fill out the IRS Form 8606 on your own and put in return.
- Mail in your return.
Good luck with this "backdoor conversion".
