- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Backdoor Roth Question
I am retired and received a 1099-R converting traditional IRA dollars from PREVIOUS YEARS CONTRIBUTIONS into roth IRA dollars.
I get the entries under wages & Income 1099-R. Done and listed as converted to roth IRA.
I'm confused on the second half of the IRA entries.
1. Confirming I enter IRA under the deductions & credits section
2. Do I check both the Traditional IRA and the Roth IRA?? Do I enter the dollars first as Traditional and then as Roth?? I'm questioning because I didn't contribute any of these funds into a traditional IRA in 2025 - this was done in the years previous. I'm only converting funds to Roth.
Thanks for the clarification.
March 8, 2026
9:35 AM