In 2024 I mistakenly put $2000 in a Roth while trying to do a backdoor Roth (I'm not eligible to make a direct contribution) . By the time I noticed my mistake, that $2000 grew to $2309.28. In that same year (2024), I had the $2309.28 recharacterized to a Traditional IRA, and then I did a Roth conversion. Of the converted amount, $2000 is post tax money and $309.28 is investment income.
When I enter the 1099-R in TurboTax, I'm never given me the option to declare a conversion, and form 8606 is never created. On the 1040 where I want line 4a to be $2000 and 4b to be $309.28, TurboTax puts $2309.28 in 4a and $0.00 in 4b.
My Traditional IRA is and always has been $0.00 on 12/31 of each Tax year.
I'm at a loss as what to do and would appreciate some help in getting this right.
Thanks
