(A) I entered backdoor Roth contributions for both my wife and me. They were entered correctly per other posts, and per how I did them last year. I had no problems last year.
(B) This year, I now have RMD's from an inherited IRA, which I tagged as Inherited in TurboTax.
In case it matters, I have 2 other 1099-R forms:
(C) a little Mega-Roth contribution
(D) a little money moved from one 401k to another.
TurboTax is showing that I owe taxes on (A) + (B); I see this on line 4b in the 1040 Form. According to my understanding of the law, I only owe tax on (B).
Is this a bug in TurboTax, or did I enter something incorrectly somewhere?
This is TT Home & Biz 2025 Desktop for Windows.
~~~ Update
I figured it out, with help from this post. I had not entered them in as Traditional IRA Contributions (under Retirement and Investments).
https://ttlc.intuit.com/community/taxes/discussion/back-door-roth-conversion-amount-comes-as-fully-t...
TurboTax employees: Would you please update this link below? It is insufficient in that it says nothing of needing to enter "Traditional and Roth IRA Contributions" under "Retirement and Investments." Thanks.
https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-...
