GeorgeM777
Expert Alumni

Retirement tax questions

No, it should not cause a problem assuming the funds used for the back door Roth IRA conversion were after-tax dollars that were essentially deposited into a traditional IRA for the sole purpose of funding your Roth IRA.  Moreover, the TurboTax summary pages are not forwarded to the IRS.  What is forwarded to the IRS is your federal return, schedules, and MA return.  

 

To follow-up on the comments from @DanaB27, while the summary may show your back door Roth IRA conversion as additional income, what is most important is whether your MA return shows it as taxable income.  It appears from your question that your MA return does not show the Roth IRA conversion as taxable income and that is what we want to see on your MA return.  

 

@bhim80

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