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Retirement tax questions
Yes. You need to enter the contribution to the non-deductible IRA separately from the conversion reported on the 1099-R.
Here's how to do this in TurboTax Online:
- Navigate to Federal > Deductions & Credits > Retirement and Investments> Traditional IRA and Roth IRA > Revisit
- Continue through interview again, when you are asked Is This a Repayment of a Retirement Distribution? screen, select No.
- On the Tell Us How Much You Contributed screen, enter $8,000 and select Continue.
- On the Did You Change Your Mind? screen, select No, then answer the questions on the following screens.
- When you reach the Choose Not to Deduct IRA Contributions screen:
- Select Yes, make part of my IRA contribution nondeductible.
- Enter $8,000.
- Select Continue.
- If your income was too high to deduct this, you won't need to follow step 5. It will automatically be nondeductible.
Here are the full instructions to report a Backdoor Roth: How do I enter a backdoor Roth IRA conversion?
March 16, 2025
3:31 PM
1,637 Views