- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Mega backdoor ROTH + Backdoor ROTH: How to file in TurboTax
Hello- Need some help. This is what I have done.
I have 3 separate 1099-Rs
- one for distribution from after-tax 401 contribution that I rolled over to ROTH with "G" in box 7. Should be no tax implications on this.
- one for non-hardship distribution from pre-tax contribution that I rolled over to Traditional IRA and followed that by ROTH conversion with "1" in box 7. Assuming this has tax implications.
- one for my annual back-door conversion from contributing to traditional IRA- followed by immediate ROTH conversion.
Can someone help as to how/ in what order this should be filed using online TurboTax version?
Topics:
March 6, 2022
5:28 AM