AnnetteB6
Expert Alumni

Deductions & credits

Since you were under the income limit for 2022 and you contributed to your Roth IRA directly, that transaction does not factor in at all.

 

So, essentially you are trying to report your 2023 contribution to a Traditional IRA and subsequent conversion (not recharacterization) to a Roth IRA.  There are two main steps to get this transaction reported in your return.  The first is to report the non-deductible Traditional IRA contribution.  Then enter the Form 1099-R reporting the distribution from the Traditional IRA which was then converted to a Roth IRA.  

 

Take a look at the following TurboTax help article for a step-by-step guide to entering this information:

 

How do I enter a backdoor Roth IRA conversion?
 

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