Get your taxes done using TurboTax

I reviewed your file. It shows that you made a contribution in 2022 for 2021 and no basis from 2020 (line 2 Form 8606). Since the contribution was made in 2022 for 2021 the conversion will happen in 2022, not 2021.

If you made the contribution for 2021 in 2021 then you will need to delete the entry under contribution made from January 1, 2022, through April 18, 2022, in the IRA contribution interview.

To enter the nondeductible contribution to the traditional IRA:

1. Login to your TurboTax Account 
2. Click on "Search" on the top right and type “IRA contributions” 
3. Click on “Jump to IRA contributions"
4. Select “traditional IRA”
5. Answer “No” to “Is This a Repayment of a Retirement Distribution?”
6. Enter the amount you contributed
7. Answer “No” to the recharacterized question on the “Did You Change Your Mind?” screen
8. Answer the next questions until you get to “Any Nondeductible Contributions to Your IRA?” and select “Yes” if you had a nondeductible contribution before this tax year.
9. If you had a basis in the Traditional IRA before then enter the amount.
10. On the “Choose Not to Deduct IRA Contributions” screen choose “Yes, make part of my IRA contribution nondeductible” and enter the amount (if you have a retirement plan at work and are over the income limit it will be nondeductible automatically and you only get a warning and then a screen saying $0 is deductible).

@jessechand