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Get your taxes done using TurboTax
I'm also using the Downloaded version (premier). It keeps telling me I made a Excess contribution b/c I did a back door conversion and wants to charge me a penalty. But it isn't t taxing the distribution. The original IRA was non deductible & Turbo tax has the correct cost basis, It appears I'm have the same issue as a poster above. Someone please help. I know we can do this w/ no issues. Why doesn't the software recognize this?
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I talked to the "help desk" at Turbo tax & they told me I needed to upgrade to Premier, that didn't do any good.
‎April 11, 2022
8:17 PM