Retirement tax questions

the instructions don't go over every question you just have to follow on-screen and answer literally and don't be afraid to say No to a bunch of situations, if you just have a straightforward backdoor Roth then these other situations likely don't apply.  If you had a SEP or SIMPLE IRA these are specific types of IRAs for small businesses or self employment, you'd know about it.  The important question is to identify the 1099-R as a Roth conversion on the next screen(s).

 

as for the question whether she contributed to your IRA.  did she?  probably not, just say No.  I think this is for case where you don't have any compensation to cover a contribution but she can contribute on your behalf.

 

Pub 590a may help if you have questions on contributions or definitions

https://www.irs.gov/pub/irs-pdf/p590a.pdf

 

On the contribution section make sure to say No to anything to do with recharacterizing or moving the money to Roth which is not the same as the Roth conversion step that is part of "backdoor Roth" process.  Just answer the Trad IRA questions literally and simply to do with the Trad IRA contribution only, nothing to do with Roth.  The Roth conversion is triggered by the 1099-R.

 

Keep in mind "Backdoor Roth" is just a nickname and not an IRS term, think of it as two separate transactions - the contribution (reported on Form 5498 usually after filing in May) and the conversion (reported on 1099-R before filing).

 

Hope that helps, check your Form 8606s and 1040 Line 4b to see how it works out and if you have further issues feel free to post more details here and maybe someone can help.