AnnetteB6
Expert Alumni

Retirement tax questions

Entering a backdoor Roth IRA conversion is a two-step process.  First, you enter the non-deductible Traditional IRA contribution that was made.  (During this process you might see the question asking if you changed your mind and 'switched' the contribution to a Roth.)  Then, you enter the Form 1099-R reporting the distribution from the Traditional IRA.

 

If you are only seeing questions about whether the money was rolled over, versus a question about putting the money into a Roth IRA, it could be due to the distribution code in box 7 or not having the IRA/SEP/Simple box checked.  

 

Take a look at the following TurboTax help article for some step-by-step guidance to enter the backdoor Roth IRA conversion:

 

How do I enter a backdoor Roth IRA conversion?

 

@bitjockey 
 

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