@DanaB27 . Both I and my wife contributed to the backdoor roth on3/2022. I and my wife are both covered by a retirement plan. So I don't see the Step 1, Q-11. The deduction is automatically non-deductible. If I do step 2, meaning if I create 1099-R for me and my wife as you described, my tax is increasing significantly. Is it mandatory to conclude Step 2 i.e enter 1099-R ?
