Get your taxes done using TurboTax

Please verify that you have the IRA/SEP/SIMPLE box checked when you enter your Form 1099-R. It should be checked if you converted a traditional IRA to Roth IRA. 

@ybot1122

@ccreech6  Did you have any pre-tax funds in your traditional/SEP/SIMPLE IRAs? If yes, then the pro-rata rule applies and each distribution/conversion will have a taxable and nontaxable portion.

You made the contribution for 2021 in 2021 and entered the nondeductible contribution and entered the Form 1099-R for the Roth conversion?

If you need further assistance you can send us a “diagnostic” file that has your “numbers” but not your personal information. If you would like to do this, here are the instructions for TurboTax Online: 

1. From the left menu select Tax Tools. 
2. Then select Tools below Tax Tools. 
3. A window will pop up which says Tools Center.  
4. On this screen, select Share my file with Agent. 
5. You will see a message explaining what the diagnostic copy is. Click okay through this screen and then you will get a Token number. 
6. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.  

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution.

 The instructions for TurboTax Download: 

1. On your menu bar at the very top, click "Online"
2. Select "Send Tax File to Agent"  
3. Click "Send"
4. The pop-up will have a token number
5. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.