MarilynG1
Expert Alumni

Retirement tax questions

Remember that reporting a Back Door Roth is a two-step process.  First, you report the non-deductible IRA contribution.  Then, you enter the Conversion from Traditional IRA to Roth IRA.  Click this link for detailed instructions (and screenshots). 

 

For the IRA that was cashed out, enter the 1099-R exactly as it is reported to you.

 

@bballlova99 

 

 

 

 

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