palo_alto
New Member

Retirement tax questions

It took me forever, but as everyone stated, this year's Turbotax requires the IRA contribution and conversion to Roth first, followed by entering the 1099-R.  Horrible SW to not handle this properly regardless of the order of entry.

 

If you entered in the step-by-step order (i.e. the wrong way for TY2019), deleting the 1099-R and IRA contributions in step-by-step may not be sufficient.  It wasn't for me.

 

I needed to go to forms and then delete all IRA worksheets, 1099-R, etc.

 

Then following the prescribed order worked as described in: https://ttlc.intuit.com/community/entering-importing/help/how-do-i-enter-a-backdoor-roth-ira-convers...