dmertz
Level 15

Retirement tax questions

In the contributions section of 2022 TurboTax you are to enter only the contribution you made for 2022, not anything related to the contribution you made for 2021.  The Roth conversion is to be entered only via the Form 1099-R that reports the conversion.

 

Make sure that your 2021 tax return did not report an excess Roth conversion that got transferred into 2022.