To begin with, you need to enter a traditional IRA contribution in the Deductions and Credits section of TurboTax, then Retirements and Investments, then Traditional and Roth IRA Contributions. Indicate that your traditional IRA contribution is non-deductible when asked in the program.
When you enter the 1099-R form in TurboTax reporting the rollover, you need to first indicate that you moved the money to another retirement account and that you did a combination of rolling over, converting or cashing out the money. Then, enter the amount converted to a ROTH IRA.
Later on you may need to indicate that you tracked non-deductible contributions to your IRA. One screen will require you to enter the basis (total of non-deductible contributions) in your traditional IRA's at the end of 2023, the other will request the value of all traditional IRA's (not Roth IRA's) at the end of 2024. Those entries will allow the program to calculate the taxable amount, if any, of your rollover to the ROTH IRA.
[Edited 1/27/25 at 10:50 AM PST]
@mcgheesj
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