MarilynG1
Expert Alumni

Retirement tax questions

Sounds like you don't need to enter the 1099-R for the 2019 Excess Contribution, since you already handled that in your 2020 return.  Just keep it for your records.

 

I would suggest you delete both 1099-R's from your return and report your non-deductible IRA contributions first before the Roth conversion. 

 

Click this link for steps on How to Enter a Back-Door Roth Conversion.  

 

 

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