Roth IRA Order of Entries

Hello, 

 

Do I need to enter the federal deduction part first for a back door roth IRA - then import the 1099 - R.

 

Or can I import my 1099-R data first and then enter the deduction later?  I think I am getting confused because most of the instructions say to enter the deduction first, than do the 1099 - r.  But usually I do this import first so not sure if this is messing things up.  Should I do the deduction first, than go back and import 1099-r?  Not sure if there is other financial information from that institution that would impact other calculations related to the Roth so I usually import that first.

 

Thank you for your patience and help.