Hi, I am trying to enter a backdoor conversion from traditional IRA to Roth IRA for 2022. I found an article https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-...
This article says to enter the amount I withdrew as a Traditional IRA contribution on the Tell Us How Much You Contributed screen (Step 1, item 8), then enter the 1099-R for the distribution from the traditional IRA (Step 2). When I do this, TT says that I have an excess IRA contribution. If I try to enter it as a Roth contribution (not in the article), I get an excess Roth contribution error. When I check this on the forms, 1040 line 4B says that I have some odd calculated amount for the taxable amount of the IRA distribution. The article also describes screens that I do not see.
The only way I could get this to look reasonably correct is to enter zero for the traditional IRA contribution, zero for the Roth contribution, and enter the converted amount on the screens after the 1099-R data is entered. Then I don't get the errors regarding excess contributions and the taxable amount on line 4B looks correct. I think the article is confusing and perhaps incorrect.
I would like to know if I am doing this correctly and if the instructions in the article are correct. If not, what is the correct procedure to follow?
