Retirement tax questions

after you input the 1099-R and it shows the summary table of your 1099-Rs, click Done and then it asks about disasters, then the IRA basis and then the market value as of 12/13/25.  If this doesn't come up then I think something was up with the 1099-R entry or the questions about the Roth conversion.

 

fwiw here are the backdoor roth instructions tho it's a bit vague on some of the question flow.

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-...