Hi KeshaH - I am having a similar issue. My spouse and I each did our first backdoor conversion ($7500 each) in 2024 for the 2023 tax year. We then did $8000 each throughout the remainder of 2024. Our 1099-Rs each show $15,500. Even though $7500 was for 2023 and $8000 was for 2024. I can't seem to figure out how to have TurboTax online account for the $15000 ($7500 each) conversion for 2023 from the 2024 1099-R. It shows the 2023 conversion amounts as retirement income. Is there a way to address this?
