dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

Retirement tax questions

You made a $6,500 Roth IRA contribution and then "switched" (recharacterized) it to be a $6,500 traditional IRA contribution instead.  That's what you indicate to TurboTax.  Nothing to enter as contributions originally made to the traditional IRA

 

Your spouse made some amount of Roth IRA, contribution, switched that amount to a traditional IRA, so that portion would be entered the same as yours.  The contribution made directly to the traditional IRA is to be entered as an original traditional IRA contribution.

 

The Roth conversions are separately entered transactions.

 

The results of all of these entries will come together on each of the Forms 8606.

View solution in original post