Retirement tax questions

Hey sorry missed your reply inbetween all the other chaos here

 

so you need to enter it in 2 parts... the IRA part under Deductions & Credits all you are entering is the non-deductible contribution, and it sounds correct at the end when it says you are not getting the deduction as you want it to be non-deductible.  you did not make a Roth contribution you did a Roth conversion so don't enter anything about Roth contribution here.

 

and then under Wages & Income you should have input the 1099-R from Schwab for the conversion from your Trad IRA to the Roth IRA, and after inputting that 1099-R there are a series of questions where you can specify that you converted that money to Roth.

 

here are the official steps to follow which should help:

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

 

as suggested on the page above you can do an initial check on lines 4a/4b of your 1040 which should be viewable even before you pay for TT Online.  Once you've paid you will be able to view the 8606 in your PDF with all forms and worksheets.