DanaB27
Expert Alumni

Get your taxes done using TurboTax

If you look at your Taxable IRA Distribution Worksheet you are showing a value for the traditional/SEP/SIMPLE IRAs on December 31, 2021. If these are pre-tax funds, then the pro-rata rule applies. The backdoor Roth only works if the traditional/SEP/SIMPLE IRAs are empty. Therefore, your taxable amount on 4b is not $0.

 

@msumich

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