AnnetteB6
Expert Alumni

Deductions & credits

Somewhere along the way, you answered a question stating that you returned an IRA contribution before the due date of the return.  This question would have been in the Traditional IRA contribution section of your return.  

 

You should revisit that section of your return and pay close attention to the questions.  Neither of the situations you mentioned in your question would have required you to answer 'yes' so that you would be required to include a statement with your return.    

 

Keep in mind that a back door Roth IRA conversion is reported in two steps.  First, you must enter the non-deductible Traditional IRA contribution (this is where the questions would have come up requiring a statement to be added to your return).  Then, you enter Form 1099-R reporting the distribution from that Traditional IRA with follow-up questions in that section to indicate that the distribution was converted to a Roth IRA.

 

For further details, take a look at the following TurboTax help article:

 

How do I enter a backdoor Roth IRA conversion?

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